Instructions Make some assumptions in completing this assignment. If you have not thought about planning for retirement, now is a good time to start. Calculate how much is needed to save for future retirement based on estimates. Read Instructions to Build a Retirement Plan. Part 1: Design your retirement plan using the attached excel spreadsheet. Part 2: Write a summary of the highlights from your retirement plan.

Instructions Make some assumptions in completing this assignment. If you have not thought about planning for retirement, now is a good time to start. Calculate how much is needed to save for future retirement based on estimates. Read Instructions to Build a Retirement Plan. Part 1: Design your retirement plan using the attached excel spreadsheet. Part 2: Write a summary of the highlights from your retirement plan. kases as ol January culu Some Assumption: Withrawal Rate from Portfolio in Retirement, Net of Infation (\%) tructions: INPUTS - Enter your data in the yellow highlighted cells below. Results will appear in the purple cells. Age Parameters and Your Retirement Income Goals 27 Current Age. 64 Retirement Age Your Target Gross Annual Income at Retirement - in today's dollars, betore tax One Time Expenses at Retirement, such as bridge to social security, in today's dollars, before tax Retirement Income From Other Sources Estimated Social Secunty Annual Payments (in today's dollars) Annual income From Other inflation-indexed Pensions (such as mulitary pensions), in today's dollars, before tax Annual income From Real Estate of Other Imvestments That Wil Likely Adjust With Inflation, in today's dollars, before tax Annual income From Pensions That Are NOT indexed to Infation, in today's dollars, before tax. The spreadsheet will adjust this figute to an equivalent inflation adjusted payment amount, using the assumpton in cell K45. Your Contributions to Your Retirement Accounts Traditional Accounts (Traditional 401k8403b accounts, and IRAs with before-tax contributions) Cument Balance Annual Contribution - in today's dollars Roth Accounts (Roth IRAs, Roth 401k, Roth 403b accounts) Current Balance Annual Contribution - in today's doltars \% - Estimated Averape tncome Tax Rate in Retirement (This spreadsheet is set up to work with taxable income in retirement Since Roth Balances are not taxable they must be adjustod to an equivalent taxable amount. A lower rate is more conservative than a higher rate) Instructions Make some assumptions in completing this assignment. If you have not thought about planning for retirement, now is a good time to start. Calculate how much is needed to save for future retirement based on estimates. Read Instructions to Build a Retirement Plan. Part 1: Design your retirement plan using the attached excel spreadsheet. Part 2: Write a summary of the highlights from your retirement plan. kases as ol January culu Some Assumption: Withrawal Rate from Portfolio in Retirement, Net of Infation (\%) tructions: INPUTS - Enter your data in the yellow highlighted cells below. Results will appear in the purple cells. Age Parameters and Your Retirement Income Goals 27 Current Age. 64 Retirement Age Your Target Gross Annual Income at Retirement - in today's dollars, betore tax One Time Expenses at Retirement, such as bridge to social security, in today's dollars, before tax Retirement Income From Other Sources Estimated Social Secunty Annual Payments (in today's dollars) Annual income From Other inflation-indexed Pensions (such as mulitary pensions), in today's dollars, before tax Annual income From Real Estate of Other Imvestments That Wil Likely Adjust With Inflation, in today's dollars, before tax Annual income From Pensions That Are NOT indexed to Infation, in today's dollars, before tax. The spreadsheet will adjust this figute to an equivalent inflation adjusted payment amount, using the assumpton in cell K45. Your Contributions to Your Retirement Accounts Traditional Accounts (Traditional 401k8403b accounts, and IRAs with before-tax contributions) Cument Balance Annual Contribution - in today's dollars Roth Accounts (Roth IRAs, Roth 401k, Roth 403b accounts) Current Balance Annual Contribution - in today's doltars \% - Estimated Averape tncome Tax Rate in Retirement (This spreadsheet is set up to work with taxable income in retirement Since Roth Balances are not taxable they must be adjustod to an equivalent taxable amount. A lower rate is more conservative than a higher rate)