Section 1: Goal and Personal Information

Description of Goal Current Age Spouse's Current Age Optional Desired Retirement Age Spouse's Desired Retirement Age Optional State of Residence in Retirement Select State Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Plan Until Age / Life Expectancy

Section 2: Retirement Annual Spending (Today's Dollars)

Annual Post-Retirement Budget Auto-Summed Housing Taxes, Insurance, Upkeep Healthcare Premiums, Out-of-Pocket Travel & Leisure Daily Living Food, Utilities, etc. Other Expenses

Section 3: Retirement Annual Income (Today's Dollars)

Your Estimated Social Security Spouse's Estimated Social Security Optional Pension Income Optional Net Rental Income Optional Other Retirement Income Optional Net Rental Income End Age Optional Other Retirement Income End Age Optional Add Income Source

Section 4: Assign Asset

Taxable Accounts Balance (Brokerage, Savings) Taxable Accounts Cost Basis Current Taxable Accounts Annual Contribution Tax-Deferred Accounts Balance Traditional 401k/IRA Tax-Deferred Accounts Prior Year-End Balance for RMD if age 73+ Current Tax-Deferred Accounts Annual Contribution Tax-Free Accounts Balance Roth 401k/IRA Current Tax-Free Accounts Annual Contribution Assumed Annual Inflation Rate Assumed Annual Investment Return

Section 5: Add Savings

How much NEW monthly savings can you commit to this goal?