Retirement Planning Tools

Expenses and Income Worksheet Calculators

Use these worksheets to help estimate your monthly and yearly expenses and income during your retirement.

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Detailed Instructions

First, put your monthly expenses into the appropriate fields in the form on the left; your monthly and yearly expense totals will be calculated for you when you click the "Calculate" button at the bottom of the form.

After you've used the retirement expenses worksheet to estimate your monthly expenses, use the retirement income worksheet to see if your income will be enough to cover your expenses. If you're married, combine your and your spouse's income. Put your income totals for each category into the appropriate fields in the form on the right, then put in your federal and state tax rates; finally, put in the monthly expense total from the retirement expense worksheet and click the "Calculate" button. The Gross Monthly Income field will show your income before taxes and expenses; the Net Monthly Income field will show your income after taxes and expenses.

Notes

These worksheets will not be saved online, so if you want to save your work be sure to print it out.

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