CRM
Retirement Plan Simulator
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1
Goals & Data Entry
2
Current Plan: Gaps
3
Proposed Solutions
4
Client Presentation
A · Client Information
First name
Last name
Current age
Include spouse?
B · Retirement Goal
Target retirement age (10 yrs away)
Monthly income needed
Inflation: 3.0%
Plan to age: 90
C · Current Income Sources
Add Source
D · Social Security
Monthly SS benefit at FRA
Filing age
Pension (annual)
Estimated annual SS: $34,800 starting at age 67
E · Assets & Savings
Traditional IRA/401(k)
Annual contribution
Roth IRA
Roth contribution
Taxable brokerage
Brokerage contribution
Other savings
Pre-retirement return: 7%
Post-retirement return: 5%
Live Summary
Projected assets at retirement
$1,677,806
Annual income (4% rule)
$67,112
Annual income goal
$102,000
Annual gap
$88
Proceed to Step 2 →