Individual Information
Person 1 Person 2
First Name
Last Name
Birth Year
Life Expectancy
Social Security Benefit (Monthly)
Social Security File Date
Monthly Pension Amount
Pension Start Date
Current Salary
Target Retirement Year
Household Information
Net Monthly Income Desired
Cost Of Living Adjustment
Effectice Tax Rate 1
Household Net Worth
Run Plan Until Age

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Year Age 1 Age 2 Salaries SS 1 SS 2 Income 1 Income 2 Portfolio Gross Annual Est Taxes Net Annual Net Monthly Projected Net Worth
0.50% 0.50% 0% 0% 5%