Annual Retirement Expense Worksheet

Use this tool to help you estimate your retirement expenses while taking inflation into account.

	Today	Retirement
Monthly Expenses
Accommodation
Rent/mortgage:	$	$
Property taxes (municipal, water, school):	$	$
Heat:	$	$
Electricity:	$	$
Telephone:	$	$
Maintenance/repairs:	$	$
Insurance (home):	$	$
Cable TV, TV/VCR rental:	$	$
Transportation
Gas/oil:	$	$
Car insurance/license:	$	$
Car repair/maintenance:	$	$
Public transportation:	$	$
Travel:	$	$
Living Expenses
Food:	$	$
Clothing:	$	$
Dependent/family care:	$	$
Newspapers, magazines, books, video rentals:	$	$
Entertainment/restaurants:	$	$
Charitable donations:	$	$
Health care:	$	$
Life insurance:	$	$
Monthly payments
Regular savings programs:	$	$
Car (loan/lease):	$	$
Personal loans:	$	$
Credit/charge cards:	$	$
Other:	$	$

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