Back to Approaching Retirement
Retirement Income Worksheet
Turn your retirement plan into a simple monthly cash flow view.
A) Monthly spending (two numbers)
Essentials are non-negotiables. Flexible is adjustable if needed.
B) One-time costs (first 12 months)
C) Reliable income sources
Income Source #1
D) Portfolio withdrawals (high-level)
Accounts you expect to use first (check all):
E) Healthcare and insurance (quick check)
F) Notes (optional)
This worksheet is enough to confirm whether your first-year plan is realistic.