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Annual Retirement Expense Worksheet

  • 1 You are on step 1 of 3: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.

 

Monthly Expenses

  Today Retirement
Accommodation
$  $ 
$  $ 
$  $ 
$  $ 
$  $ 
$  $ 
$  $ 
$  $ 
Transportation
$  $ 
$  $ 
$  $ 
$  $ 
$  $ 
Living Expenses
$  $ 
$  $ 
$  $ 
$  $ 
$  $ 
$  $ 
$  $ 
$  $ 
Monthly payments
$  $ 
$  $ 
$  $ 
$  $ 
$  $ 
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