Tax-Deferred Account Balance
Illiquid Asset (Home, Business, Investment Property, etc.)
Illiquid Asset Cost Basis (Price originally paid, for tax purposes.)
Annual Social Security Income (blank for no Social Security benefits)
Annual Pension and other income, adjusted for inflation
Annual Pension and other income, not adjusted for inflation
After-Tax Account Estimated Federal Tax Rate (Default 15%)
Current Federal Personal Income Tax Level (Default 15%)
Current State Personal Income Tax Level
Retirement State Personal Income Tax Standard Deduction
Retirement State Personal Income Tax Rate:
Maximum annual savings of all types
Age to sell Illiquid Asset (Convert illiquid asset to liquid asset.)
Age to Start Reverse Mortgage Distribution
Lifetime Income Plan Annual Payments
Lump Sum Distribution:
Age to begin Social Security (Default to Anticipated Retirement Age)
Age to begin pension (Default to Anticipated Retirement Age)
Annual Earned Income - Part time and otherwise
Age to end earned income. (After retirement age.)
% Inflation Rate (Default 3.5%)
Tax-Deferred Account Average Investment Return (Default 7%)
Roth IRA Investment Return (default to Tax-Deferred Account return)
After-Tax Investment Return (default to Tax-Deferred Account Return)
Anticipated Retirement Ages (Default 65)
Age at Which the Plan is to End (leave blank to use IRS default)
Amount of Desired Estate in current dollars (Default $10,000)
