 |
| Current age |
| Your current age. |
|
| Age of retirement |
| Age you desire to retire.
|
|
| Household income |
| Your total household income.
If you are married, this should include your spouse's
income. |
|
| Current retirement savings |
| Total amount that you currently
have saved toward your retirement. Include all sources
of retirement savings such as 401(k)s, IRAs and Annuities.
|
|
| Pre-retirement rate of return |
| The annual percent you expect
to earn on your investments before you retire. |
|
| Post-retirement rate of return |
| The annual percent you expect
to earn on your investments after you retire. |
|
| Percent of income to save |
| The percentage of your annual
income you will save for your retirement goals. |
|
| Expected salary increase |
| Annual percent increase you
expect in your household income. |
|
| Years until retirement |
| Number of years before retirement.
|
|
| Years of retirement income |
| Total number of years you
expect to use your retirement income. |
|
| Percentage income desired |
| The percent of your household
income will need to have in retirement income. |
|
| Are you married? |
| Check this box if you are
married. Married couples have a higher maximum social
security benefit than single wage earners. |
|
| Include social security? |
| Check this box if you wish
to include social security benefits in your retirement
planning. |
|
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Housing Lender, All Rights Reserved.