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calculate?",{"text":72,"@type":64},"It totals estimated retirement income and expenses, then computes the annual income excess or shortfall, with notes about tax effects on net income.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},254063,1789273690,{"code":4,"msg":82,"data":83},"success",[84,89,93,98,103,108,112,117,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":55,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social 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UNIVERSITY OF OREGON INCOME |  |  |  |\n| IAP Balance |  |  |  |\n| STEP 3. |  |  |  |\n| OTHER RETIREMENT INCOME |  |  |  |\n| Partner Income |  |  |  |\n| Fidelity Income |  |  |  |\n| TIAA-CREF Income |  |  |  |\n| Valic Income |  |  |  |\n| Social Security Income |  |  |  |\n| Rental Income |  |  |  |\n| Other Shares/Investments |  |  |  |\n| Annuity Income |  |  |  |\n| Other Retirement Plans |  |  |  |\n| TOTAL INCOME |  |  |  |\n| STEP 4.  |  | Monthly | Annually |\n| RETIREMENT HOUSING EXPENSES |  |  |  |\n| Mortgage or Rent |  |  |  |\n| Property Taxes |  |  |  |\n| Maintenance & Repair |  |  |  |\n| Home Insurance |  |  |  |\n| PERSONAL EXPENSES |  | Monthly | Annually |\n| Grooming (hair cuts, manicures, cosmetics) |  |  |  |\n| Clothing |  |  |  |\n| Vacations |  |  |  |\n| Other |  |  |  |\n| Auto Gas, Maintenance, Repair |  |  |  |\n| Auto Insurance |  |  |  |\n| Trash Disposal |  |  |  |\n| Pet Care |  |  |  |\n| DAILY LIVING EXPENSES |  | Monthly | Annually |\n| Groceries |  |  |  |\n| Entertainment (eating out, movies, hobbies, memberships) |  |  |  |\n| Utilities |  |  |  |\n| Computer/Cable |  |  |  |\n| Other |  |  |  |\n| Telephone/Cell |  |  |  |\n| STEP 5.  |  | Monthly | Annually |\n| HEALTHCARE EXPENSES |  |  |  |\n| Prescriptions |  |  |  |\n| Medical Insurance |  |  |  |\n| Out of Pocket Medical Expense |  |  |  |\n| TOTAL EXPENSES |  |  |  |\n|  |  | Monthly | Annually |\n| RETIREMENT SUMMARY |  |  |  |\n| Total Estimated Retirement Income |  |  |  |\n| Total Estimated Retirement Expenses |  |  |  |\n| Annual Income Excess/Shortfall |  |  |  |\n| *your net income will be less based on your individual tax situation |  |  |  |\n| *we recommend you consider a savings account for emergencies between 3 to 6 mos of savings |  |  |  |","cbCair9GJ57buadr","https://ap.wps.com/l/cbCair9GJ57buadr","pdf",41095,"English","# Retirement Income Sources\n## Step 1\n## Step 2\n## Step 3\n## Step 4\n# Retirement Housing Expenses\n# Personal Expenses\n# Daily Living Expenses\n# Step 5\n# Healthcare Expenses\n# Retirement Summary","[{\"question\":\"What retirement income categories does the worksheet include?\",\"answer\":\"It includes lump sum, monthly, and annually labeled income categories such as pension-related estimates and other retirement income sources, culminating in total income.\"},{\"question\":\"How are retirement expenses organized?\",\"answer\":\"Expenses are grouped into retirement housing expenses, personal expenses, daily living expenses, and healthcare expenses, with monthly and annual columns where applicable.\"},{\"question\":\"What does the retirement summary calculate?\",\"answer\":\"It totals estimated retirement income and expenses, then computes the annual income excess or shortfall, with notes about tax effects on net income.\"}]","Retirement Planning Worksheet - Current | PDF"]