Jonny SAMPLE
Your Retired Life BEFORE ANNUITIES
Jonny SAMPLE
RETIREMENT BUDGET WITH ZERO ANNUITIES
May 3, 2024
You May Not be Able to See the Future, but you Can Plan for it
BUDGET PRE ANNUITY
AGES NOW
MONTHLY INCOME
MONTHLY EXPENSES
M F 60 # R E F! RETIRE DATE 1 65 #RE F! 2 66 #RE F! 3 67 #RE F! 4 68 #RE F! 5 69 #RE F! 6 70 #RE F! 7 71 #RE F! 8 72 #RE F! 9 73 #RE F! 10 74 #RE F! 11 75 #RE F! 12 76 #RE F! 13 77 #RE F! 14 78 #RE F! 15 79 #RE F! 16 80 #RE F! 17 81 #RE F! 18 82 #RE F! 19 83 #RE F! 20 84 #RE F! 21 85 #RE F! 22 86 #RE F! 23 87 #RE F! 24 88 #RE F! 25 89 #RE F! 26 90 #RE F! 27 91 #RE F! 28 92 #RE F! 29 93 #RE F! 30 94 #RE F!
FIXED
INFLATION
COST OF LIVING INCREASE
DEFICIT / SURPLUS
2.00%
$3,400 2.00%
TOTAL
FIXED
INFL.
TOTALS
SOCIAL SOCIAL
CUMULATIVE
PENSION
MONTHLY
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
-3,754 -3,829 -3,906 -3,984 -4,063 -4,145 -4,227 -4,312 -4,398 -4,486 -4,576 -4,667 -4,761 -4,856 -4,953 -5,052 -5,153 -5,256 -5,361 -5,469 -5,578 -5,690 -5,803 -5,919 -6,038 -6,159 -6,282 -6,407 -6,536
-45,046 -90,994 -137,860 -185,664 -234,424 -284,159 -334,888 -386,633 -439,412 -493,247 -548,158 -604,168 -661,298 -719,570 -779,008 -839,635 -901,474 -964,550
3,754 3,829 3,906 3,984 4,063 4,145 4,227 4,312 4,398 4,486 4,576 4,667 4,761 4,856 4,953 5,052 5,153 5,256 5,361 5,469 5,578 5,690 5,803 5,919 6,038 6,159 6,282 6,407 6,536
3,754 3,829 3,906 3,984 4,063 4,145 4,227 4,312 4,398 4,486 4,576 4,667 4,761 4,856 4,953 5,052 5,153 5,256 5,361 5,469 5,578 5,690 5,803 5,919 6,038 6,159 6,282 6,407 6,536
-1,028,887 -1,094,511 -1,161,448 -1,229,724 -1,299,365 -1,370,398 -1,442,853 -1,516,756 -1,592,138 -1,669,027 -1,747,454
-1,827,450
0
0
0
0
-6,666
6,666
6,666
Page 6
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