FACTS AND ASSUMPTIONS AGE Age at Retirement Age Today Years Expectancy __________ __________ __________ INFLATION AND EARNINGS Pre-Retirement Rate Post-Retirement Rate Expected Inflation __________ __________ __________ INCOME SOURCES Social Security Income Company Pensions Other Retirement Plans Total $ __________ $ __________ $ __________ $ __________ CURRENT INVESTMENTS Common Stocks Preferred Stocks Bonds Other Savings TotaI $ __________ $ __________ $ __________ $ __________ $ __________ OTHER Deposits per Year $ __________     SUMMARY Annual Retirement Income Required Est. Sec. Sec., Pension, and Other Income Annual Income To Be Made Up Value of Current Savings at Retirement Savings Required for Retirement (PV) Investment Balance at Expectancy Save or Invest Additional $ __________ $ __________ $ __________ $ __________ $ __________ $ __________ $ __________

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