Individual Information
Person 1
Person 2
First Name
Last Name
Birth Year
Life Expectancy
Social Security Benefit (Monthly)
Social Security File Date
62
63
64
65
66
67
68
69
70
62
63
64
65
66
67
68
69
70
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%
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