Retirement Data Input
Client Information
Client Info Spouse Info
Courtesy Title
First Name
Last Name
Age
Occupation
Employer
Street Address
Street Address - additional
City
State
Zip Code
Phone
Email Address
Marital Status
+ Income Detail
Client Info Spouse Info
Annual Income
Pay Increases
Desired Retirement Age
Age to end retirement analysis
+ Assets
Description Estimated Value ($) Ownership Type
1
2
3
4
5
6
7
8
9
10
+ Annual Savings - Retirement Savings Info
Client Annual Saving ($) Spouse Annual Saving ($) Increase w/ Pay?
Qualified plans (Traditional)
Qualified plans (Roth)
Non-qualified investments
+ Pension
Client Info Spouse Info
Future annual benefit ($)
Lump sum ($)
Annual (spouse) pension if you were to die
Adjust pension for inflation?
Pension Begin Age
+ Additional Retirement Receipts/Expenses
Description Future Amount ($) Start Age (client) End Age (client) Annual Increase (%) Type
1
2
3
4
+ Objectives
Desired annual after-tax income during retirement ($) (% or $) OR
Desired legacy (todays dollars) ($)
Adjust legacy for inflation?
Include social security in analysis?
Social security inflation rate (%)
+ Social Security Override
Client Info Spouse Info
Override SS start age (leave at 0 for retirement age)
Override monthly SS benefit ($) (leave at 0 for system calculation)
+ Rate Assumptions
Will recommended savings increase with inflation?
Portfolio before-tax return pre-retirement
Portfolio before-tax return post-retirement (%)
Average tax bracket pre-retirement
Average tax bracket post-retirement (%)
Estimated Inflation Rate (%)