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Does this look right? 1. Estimated Household Expenditures in Retirement: A. Approximate number of years to retirement B. Currient level of annual household expenditures, excruding

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Does this look right?

1. Estimated Household Expenditures in Retirement: A. Approximate number of years to retirement B. Currient level of annual household expenditures, excruding savings c. Estimated household expenses in retirement as a percent of current expenses D. Estimated annual household expenditures in retirement (BC) 11. Estimated Income in Retirement: E. Social security, annual income F. Company/employer pension plans, annual amounts G. Other sources, annual amounts H. Total annual income (E+F+G) I. Additional required income, or annual shortfall (D-H) III. Inflation Factor: 3. Expected average annual rate of inflation over the period to retirement K. Inflation factor (in Appendix A): Basedon years to retirement (A) and an expected average annual rate of inflation (1) of 6% L. Size of inflation-adjusted annual shortfall (1K) IV. Funding the Shortfall: M. Anticipated return on assets held after retirement N. Amount of retirement funds required-size of nest egg (LM) 0. Expected rate of return on investments prior to retirement P. Compound interest factor (in Appendix B): Based on velans to retirement (A) and an expected rate of return on investments of Q. Annual savings requireo Note: Parts I and II are prepanted in termis of current (today s) dollars. 1. Estimated Household Expenditures in Retirement: A. Approximate number of years to retirement B. Currient level of annual household expenditures, excruding savings c. Estimated household expenses in retirement as a percent of current expenses D. Estimated annual household expenditures in retirement (BC) 11. Estimated Income in Retirement: E. Social security, annual income F. Company/employer pension plans, annual amounts G. Other sources, annual amounts H. Total annual income (E+F+G) I. Additional required income, or annual shortfall (D-H) III. Inflation Factor: 3. Expected average annual rate of inflation over the period to retirement K. Inflation factor (in Appendix A): Basedon years to retirement (A) and an expected average annual rate of inflation (1) of 6% L. Size of inflation-adjusted annual shortfall (1K) IV. Funding the Shortfall: M. Anticipated return on assets held after retirement N. Amount of retirement funds required-size of nest egg (LM) 0. Expected rate of return on investments prior to retirement P. Compound interest factor (in Appendix B): Based on velans to retirement (A) and an expected rate of return on investments of Q. Annual savings requireo Note: Parts I and II are prepanted in termis of current (today s) dollars

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