Page 57 - Sample Financial Plan 4-1-2019 v2
P. 57
Retirement Forecast
Information Needed
Client Name:
Fill out separate page for Spouses
Date of Birth:
Anticipated Retirement Age:
Living Expenses Needed: $ Per Month, After Tax
Estimated Social Security at Age 67:
$ Per Month, Before Tax
Go to www.SSA.gov for Estimate
Other Income in Retirement: $ Per Month, Before Tax
(Pension, Rental Income, etc.)
Start Year:
End Year:
Current Qualified Assets: $
(IRA, 401k, 401a, 403b, 457)
Monthly Contribution to Qualified Assets: $ Until Retirement
Current Non‐Qualified Assets:
$
(Brokerage, CD, Savings, etc.)
Monthly Contribution to Non‐Qualified Assets: $ Until Retirement
Conservative, Moderate,
Investment Risk Tolerance:
Aggressive
Life Expectancy: Age
