The Optimal Retirement Planner

Balance of Tax-Deferred Account:

Thousand Dollars

Maximum annual savings of all types:

Thousand Dollars

Current Federal tax bracket: (leave blank to use default = 15)

%

Current state tax bracket:

%

Illiquid Asset (Home, Business, Investment Property, etc.):

Thousand Dollars

Illiquid Asset Cost Basis (Price originally paid, for tax purposes.):

Thousand Dollars

Age to sell Illiquid Asset (Age to convert illiquid asset to liquid asset.):

Age

Age to Start Reverse Mortgage Distribution:

Age

Lifetime Income Plan Annual Payments:

Thousand Dollars

Lump Sum Distribution:

Thousand Dollars

Annual Social Security Income (blank for no Social Security benefits):

Thousand Dollars

Age to begin Social Security (leave blank to use Anticipated Retirement Age):

Age

Annual Pension and other income, adjusted for inflation:

Thousand Dollars

Annual Pension and other income, not adjusted for inflation:

Thousand Dollars

Age to begin pension (leave blank to use Anticipated Retirement Age):

Age

Annual Earned Income - Part time and otherwise.

Thousand Dollars

Age to end earned income. (After retirement age.)

Age

After-Tax Account Estimated Federal Tax Rate (leave blank to use default = 15%):

%

State Personal Income Tax Standard Deduction and Exemption:

Thousand Dollars

State Personal Income Tax Rate:

%

% Inflation Rate (leave blank to use default = 3.5%):

%

Tax-Deferred Account Average Investment Return (leave blank to use default = 7%):

%

Roth IRA Average Investment Return (blank defaults to Tax-Deferred Account return):

%

After-Tax Account Average Investment Return (blank defaults to Tax-Deferred Account return):

%

Anticipated Retirement Age (leave blank to use default = 65):

Age

Age at Which the Plan is to End (leave blank to use IRS default):

Age

Amount of Desired Estate (leave blank to use default = 10 i.e. $10,000):

Thousand Dollars