calc template real

Client 1
Client 2

First Name

Last Name

Birth Year

Birth Month

Social Security at Full Retirement Age

Age To File Social Security (62 – 70)

Monthly Pension Amount

COLA
%
%

Survivability
%
%

Start Year

Household

Pre-Tax (401k, IRA, etc.)

Post-Tax (Checking, Savings, Brokerage Account, etc.)

Tax-Free (Cash Value Life Insurance, Roth-IRA, etc.)

Monthly Household Income Stream (Rental or otherwise)

COLA
%

Household Income Start Year

Desired Net Annual Income

Retirement Start Date

Tax Minimization Strategy

Filing Status

Filing State

Passive Rate
%