_Retirement Module – Savings

Team, this is the working code for the savings part of the module.

Comprehensive Retirement Module

Section 1: Personal Information

Name Current Age Spouse's Name (Optional) Spouse's Current Age (Optional)

Section 2: Your Retirement Goal

Goal Nickname Desired Retirement Age Spouse's Desired Retirement Age State of Residence in Retirement Plan Until Age (Life Expectancy)

Section 3: Retirement Lifestyle Annual Spending (Today's Dollars)

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

Section 4: Retirement Income Annual (Today's Dollars)

Your Estimated Social Security Spouse's Estimated Social Security Pension Income Net Rental Income Other Retirement Income

Section 5: Current Savings & Assumptions

Taxable Accounts Balance (Brokerage, Savings) 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 (%)