PERSONAL DETAILS
SALARIES & RETIREMENT
SOCIAL SECURITY
PENSION: Add the age you'd like to start and the projected monthly amount of your pension benefit
ACCOUNTS FOR RETIREMENT: Enter the total of all IRAs, 401ks, 403bs, 457s, Seps, SIMPLEs, Profit Sharing Plans, ESOPs, etc. Also enter the total of any monthly contributions you are making to these accounts.
OTHER ACCOUNTS: Enter the total of all checking, savings, investment and Roth accounts along with the contributions you are making to these accounts.
RATE OF RETURN: Add the average rate of return you feel you can attain on your accounts
MONTHLY EXPENSES: Enter the total amount of your monthly expenses
CONTACT INFO: Provide your email address and your telephone number