Retirement expense worksheet - Wells Fargo
Retirement expense worksheet
This worksheet may be used to help create your strategy for managing income in retirement. It will help you outline expected income and expenses during retirement so you can identify any gaps in your plan. And while this worksheet can help you budget for essential and discretionary retirement expenses, be sure to also set aside money to cover unexpected expenses.
Monthly Expenses
Housing
Mortgage or Rent Second Mortgage or Rent Condo or Association Fees Insurance Electricity/Gas Water/Sewer Waste Removal Maintenance/Repairs Lawn Care Phone/Cell Phone Internet Cable/Satellite Other
Subtotals:
Essential Expense Amount
Discretionary Expense Amount
0.00 0.00
0.00 0.00
0.00
0.00
0.00
0.00
0.00 0.00
0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00
0.00
0.00
0.00
Food, entertainment, and activities
Groceries Dining Out Movies/Concerts/Live Events Hobbies Membership Dues Other
Subtotals:
Essential Expense Amount
Discretionary Expense Amount
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00
0.00
0.00 0.00
0.00 0.00
Transportation
Car Payment 1 Car Payment 2 Auto Insurance Gas Parking Bus/Taxi Fare Maintenance/Repairs Licensing/Tags Other
Essential Expense Amount
Discretionary Expense Amount
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00 0.00
0.00 0.00
0.00
0.00
Worksheet NoNteamse::
Type your nAodtderseshs:ere
Phone Number:
Personal
Clothing Personal Care Child Care Elder Care Pet Care Professional Fees (legal, tax) Alimony Child Support Other
Healthcare and insurance
Medical Services Dental Services Prescriptions and Medications Health Insurance Long-Term Care Insurance Life Insurance Other
Loans and debt
Personal Student Credit Card Other
Subtotals: Subtotals: Subtotals:
Savings
Taxable Tax-Deferred Tax-Exempt Other
Subtotals:
Essential Expense Amount
Discretionary Expense Amount
0.00 0.00
0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
Gifts and donations
Holiday Gifts Birthdays Charity - Tax Deductible Charity - Non-Tax Deductable Other
Subtotals:
Taxes
Federal State Local Other
Subtotals:
Essential Expense Amount
Discretionary Expense Amount
0.00 0.00
0.00
0.00
0.00
0.00
0.00
Total Ess Total Discreti
(continued on back page)
Phone/PCheollnPehoNnuember: InternetPhone Number: Cable/Satellite
POetrhseornal Personal
Clothing PCelortshoinnagl Care
CPFehorilsdoodCna, lereCnatreertainment, and activities
EClhdieldr Care PEGeldrtoeCrceaCrraeieres PDreoitnfiCensagsreiOountal Fees (legal, tax) APMrlioomfveoiesnssyi/oCnoanl cFeeretss/(LleivgealE, vtaexn)ts CAHhliomilbdobSnieuyspport OCMhtehildmerbSeurpsphoiprtDues OOtthheerr
Healthcare and insurance HTeraanltshpcoarrteaatinodninsurance
Medical Services DMCeeandrticPaalalSySmeerevrvnicitcee1ss PDCreeansrtcParalipyStmeiorevnnisctea2snd Medications HPAreeuastltcohriIpnIntssiuournrasanncacened Medications LHGoeanasglt-hTeInrsmurCaanrcee Insurance LPiofanergkIn-inTsgeurmancCeare Insurance OLBitfuhese/IrnTsauxriaFnacree OMtahienrtenance/Repairs Licensing/Tags Other
Loans and debt Loans and debt
Personal
SPSetuarsdvoeinnnatgl s
CStreudietnCtard OCTrtaehxdeairtbCleard OTtahxe-rDeferred Tax-Exempt Other
Gifts and donations Gifts and donations
Holiday Gifts
BHTioratlixhddeaaysyGsifts
CBhirathridtyay-sTax Deductible CFheadreitryal- NTaoxn-DTeadxuDcetidbulectable OCShtthaaertirety - Non-Tax Deductable OLtohcearl Other
Subtotals:
Essential Expense EssenAtmiaol uEnxpt ense
Amount
Discretionary Expense DiscretiAomnaoruynEtxpense
Amount
0.00
0.00
Essential Expens0e .00Discretionary Expen0s.e00
Amount 0.00
Amount 0.00
0.00 0.00
0.00 0.00
0.00
0.00
0.00
0.00
Subtotals: SubStuobtatolst:als:
0.00 0.00 0.00
0.00 0.00 0.00
Essential Expense Discretionary Expense
EsseEnstsiaelnAEtmixapol euEnnxspteense DiscDreistciorneatiAroymnEaoxruypneEtnxspeense
AmoAumntount
AmoAumntount
0.00
0.00
0.00 0.00
0.00 0.00
0.00
0.00
0.00
0.00
Subtotals: Subtotals:
0.00 0.00 0.00
0.00 0.00 0.00
Essential Expense EssenAtmiaol uEnxpt ense
Amount
Discretionary Expense DiscretiAomnaoruynEtxpense
Amount
Essential Expens0e .00Discretionary Expen0s.e00
Amount 0.00
Amount 0.00
Subtotals: Subtotals:
0.00 0.00 0.00
0.00 0.00 0.00
Subtotals:
Essential Expense EssenAtmiaol uEnxpt ense
Amount
Discretionary Expense DiscretiAomnaoruynEtxpense
Amount
Essential Expens0e .00Discretionary Expen0s.e00
Amount 0.00
Amount 0.00
0.00
0.00
Subtotals: Subtotals: Subtotals:
0.00 0.00 0.00
0.00 0.00 0.00
Total Essential Expenses:
0.00
Total Essential Expenses:
Total Discretionary Expenses:
0.00
Total Discretionary Expenses:
Child Care Elder Care Pet Care Professional Fees (legal, tax)
ACWhlimildooSnrukypsphoertet Notes:
Other
Type your notes here
Healthcare and insurance
Medical Services Dental Services Prescriptions and Medications Health Insurance Long-Term Care Insurance Life Insurance Other
Loans and debt
Personal Student Credit Card Other
Gifts and donations
Holiday Gifts Birthdays Charity - Tax Deductible Charity - Non-Tax Deductable Other
Monthly Income
Sources of income
Amount
Total Income:
Salary 1
0.00
Net Income:
Salary 2
0.00
Pensions INSVoEScTiaMlESNeT cPuROriDtyUC1TS:
NOT
INSURED
BY
FDIC
OR
ANY
FEDERAL
GOVERNMENT
AGENCY
0.00 0.M0A0Y
LOSE
VALUTEotaNOlTIAnDcEPoOSmIT OeF:O_R G_U_AR_A_NT_EE_D_BY_A_B0_A.N_0K_0OR_ANY
BANK
AFFILIATE
Social Security 2
0.00
TAontnaul iItniecsome: INTNIoRVeEAttSa/TIlM4nIE0cnN1ocT(moPkRm)eOA:DeUc:CcToSu: nts
0.00 Net Income: ___________0_._0_0_
0.00
NNInOevTteIINsntSmcURoeEmnDtBeYA:FcDcIoC uORntAsNY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE NOT A0D.0EP0OSIT OF OR GUARANTEED BY A BANK OR ANY BANK AFFILIATE
Other
0.00
Other
0.00
INSVuESbTMtoENtaTSlsA:ND INSURANCE PRODUCTS: NOT FDIC INSURED NOT BANK GUARANTEED 0.0M0AY LOSE VALUE
INVESTMENTS AND INSURANCE PRODUCTS:
NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
Investment products and services are offered through Financial Advisors at Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, sINeVpEaSrTaMteENreTSgIiNstSeTrOeCdKSb,rBoOkNeDr-Sd, eAaNlDeMrsUaTnUdALnFoUnN-DbSa:nk affiliates of Wells Fargo & Company. ? 2N0O1T6FDWICeIlNlsSUFRaErDgo BanNkO, NT B.AAN. AK GllUrAigRAhNtsTErEeDserved.MA0Y3L1O6S-E0V6A1L6U0E ECG-3320602
Subtotals:
Subtotals: Subtotals:
Subtotals: Total Es
Total Discret
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- trucker s income expense worksheet
- retirement expense worksheet wells fargo
- business income and expense summary month year
- monthly budget worksheet
- weekly expense tracking worksheet pdf free download
- make a budget
- make a budget consumer information
- monthly budget worksheet freddie mac
- daily expense tracker
- weekly expense tracking worksheet
Related searches
- wells fargo commercial card expense reporting system
- wells fargo commercial expense reporting
- wells fargo retirement 401k withdrawal
- wells fargo corporate expense reporting
- wells fargo expense reporting
- wells far wells fargo log in
- wells fargo card expense reporting
- wells fargo retirement withdrawal form
- commercial card expense reporting wells fargo
- wells fargo 401k retirement plan
- wells fargo retirement account withdrawal
- wells fargo retirement plans 401k