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Complete the following sections of the worksheet. Note: 1 ) Every field must have a value ( if your answer is zero, type 0
Complete the following sections of the worksheet. Note: Every field must have a value if your answer is zero, type ; some values are repeated; and round the average annual inflation rate and the expected rate of return on investments prior to retirement to three decimal places, and round everything else to two decimal places or the nearest whole number if it does not let you enter decimals
Projecting Retirement Income and Investment Needs
Names: Li and Courtney
Date: May
I. Estimated Household Expenditures in Retirement
A Approximate number of years to retirement
B Current level of annual household expenditures, excluding savings
C Estimated household expenses in retirement as a percentage of current expenses
D Estimated annual household expenditures in retirement
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