Annual Retirement Expense Worksheet

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

* Required Information

Monthly Expenses
	Today	Retirement
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:	$	$

Cancel

Total Expenses
	Today	Retirement
Total Monthly Expenses:	$ 0	$ 0
Current Annual Expenses:	$ 0
Projected Annual Retirement Expenses:		$ 0

Adjusting your calculation for inflation

Using your total projected annual retirement expenses from the worksheet above along with an inflation factor of your own choosing -- currently in the 2% to 4% range -- find out exactly how much your retirement expenses are likely to cost at a future point in time as a result of inflation.

The Inflation Adjuster
Projected annual retirement expenses:	$ 0
* Average estimated annual inflation rate:	% (2% to 20%)
* Number of years to retirement:	yrs (1 to 99)

Cancel

The Inflation Adjuster
Projected annual retirement expenses:	$ 0
* Average estimated annual inflation rate:	2 %
* Number of years to retirement:	5 yrs
* Inflation-Adjusted Annual Retirement Expenses:	$ 0

Start Over

Monthly Expenses

Warning!

Total Expenses

Adjusting your calculation for inflation

The Inflation Adjuster

Warning!

The Inflation Adjuster

Let’s connect

Start the conversation