Annual Retirement Expense Worksheet

1 Monthly Expenses
2 Projected Annual Retirement Expenses
3 Inflation Adjustment

Use this tool to help you estimate your retirement expenses while taking inflation into account. If you are already in retirement, complete the “retirement column” only.

	Today	Retirement
Monthly Expenses
Accommodation
Rent/mortgage:	$	$
Property taxes (municipal, water, school):	$	$
Heat:	$	$
Electricity:	$	$
Telephone:	$	$
Maintenance/repairs:	$	$
Insurance (home):	$	$
Cable TV, TV/VCR rental:	$	$
Transportation
Gas/oil:	$	$
Car insurance/license:	$	$
Car repair/maintenance:	$	$
Public transportation:	$	$
Travel:	$	$
Living Expenses
Food:	$	$
Clothing:	$	$
Dependent/family care:	$	$
Newspapers, magazines, books, video rentals:	$	$
Entertainment/restaurants:	$	$
Charitable donations:	$	$
Health care:	$	$
Life insurance:	$	$
Monthly payments
Regular savings programs:	$	$
Car (loan/lease):	$	$
Personal loans:	$	$
Credit/charge cards:	$	$
Other:	$	$

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Annual Retirement Expense Worksheet

Monthly Expenses

Warning

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