About Me

I am years old and plan to retire in years at age . According to the Social Security Administration's actuarial tables, my estimated life expectancy is , which means I should plan for approximately years of retirement.

Social Security

If I start collecting Social Security at my planned retirement age of , my estimated monthly benefit is . This is an estimate based on my provided income and should be confirmed with the SSA. If I wait to collect until age 70, my benefit could increase by approximately per month.

Retirement Savings

My current retirement savings balance is . Each month, I am saving through personal contributions and employer matches.

Retirement Budget

My estimated annual retirement income is . My estimated annual expenses are .

Financial Snapshot

Based on the information provided, my total estimated net worth is . This is comprised of assets in retirement accounts, investments, cash, real estate, and other holdings.

Next Steps

This one-page plan is a great starting point. To continue building your retirement strategy, consider the following:

• Review this plan with a qualified financial professional.
• Use the official SSA.gov website to get a precise benefit estimate.
• Update this plan each year by visiting: groupleader.com/calculator/retirement