| Current
age |
Your current age. |
| Age
of retirement |
Age you desire to retire. |
| Household
income |
Your total household income. If you are married, this should include
your spouse's income. |
| Current
retirement savings |
Total amount that you currently have saved toward your retirement.
Include all sources of retirement savings such as 401(k)s, IRAs
and annuities. |
| Pre-retirement
rate of return |
The annual percent you expect to earn on your investments before
you retire. |
| Post-retirement
rate of return |
The annual percent you expect to earn on your investments after
you retire. |
| Percent
of income to save |
The percentage of your annual income you will save for your retirement
goals. |
| Expected
salary increase |
Annual percent increase you expect in your household income. |
| Years
until retirement |
Number of years before retirement. |
| Years
of retirement income |
Total number of years you expect to use your retirement income.
|
| Percentage
income desired |
The percent of your household income will need to have in retirement
income. |
| Are
you married? |
Check this box if you are married. Married couples have a higher
maximum Social Security benefit than single wage earners. |
| Include
social security? |
Check this box if you wish to include Social security benefits in
your retirement planning. |
