Retirement Analyzer 5

Advanced Retirement Analyzer

Personal Information

Your Current Age:

Desired Retirement Age:

Your Life Expectancy (up to 100):

Spouse's Current Age:

Spouse's Desired Retirement Age:

Spouse's Life Expectancy (up to 100):

Inflation

Expected Inflation Pre-Retirement (%):

Expected Inflation During Retirement (%):

Pre-Retirement Income Sources

Husband's Employment Income ($/year):

Wife's Employment Income ($/year):

Non-Employment Income

Total Non-Employment Income ($/year): Will this income continue through retirement?

During-Retirement Income Sources

Social Security

Husband's Social Security Estimated SS Benefit at Chosen Age ($/month): Age to Start Benefits:

Wife's Social Security Estimated SS Benefit at Chosen Age ($/month): Age to Start Benefits:

Pension

Pension Income ($/year): Adjust Pension Income to Inflation?

Other During-Retirement Income

Other Income ($/year): Adjust Other Retirement Income to Inflation?

Financial Assets

Spendable Assets

Owner Name	Asset Name	Company Holding Asset	Tax Classification	Investment Vehicle	Allocation	Current Value ($)	Monthly Contribution ($)	Contribution Until Age	Rate of Return (%)	Action

Protected Assets

Owner Name	Description	Investment Vehicle	Allocation	Current Value ($)	Monthly Contribution ($)	Rate of Return (%)	Action

Total Assets: $150,000

Expenses

Pre-Retirement Monthly Living Expenses ($): Annual: $120,000

Post-Retirement Monthly Living Expenses ($): Annual: $188,091

One-Time Expenses in Retirement ($):

Tax Considerations Marginal Tax Rate (%): Capital Gains Tax Rate (%):

Market Conditions Select Market Scenario:

Results

Spendable Assets Allocation

(Market Risk)

Tax Classification of Assets

(Tax Risk)

Annual Results

Contributions Summary

Social Security Initial Benefits & COLA

Husband Starting Annual Benefit:

Wife Starting Annual Benefit:

Annual COLA Rate Applied to Benefits: 2.75%

Disclaimer: The retirement analyzer is a tool for educational purposes and provides hypothetical illustrations based on user inputs. It does not guarantee future outcomes or provide investment advice. Users should consult with a qualified financial advisor for personalized guidance.