Retirement Income Statement

This schedule takes the Personal Income Statement and allows the user to enter estimated expenses, in current dollars, for a retired couple who no longer has all the expenses associated with housing, transportation, children, etc.  Utilization of this schedule is provided, with examples and assumptions for calculating retirement expenses, in Chapter 4 of Climbing the Financial Mountain.

Note:  If prompted when you open the file, please click on the Enable Editing, Macros or Content button before entering data

Download Retirement Income Statement (MS Excel Spreadsheet)