 |
|
|
Sources of Retirement Income
Think about all the sources you might draw on for retirement
income. For monthly sources, consult your annual Social Security statement
and/or a pension statement from an employer.
| Expected Monthly
Income |
Amount per Month
|
| Social Security |
$ |
Pension benefits
(a retirement plan entirely funded by a former employer) |
$ |
| Part-time/full-time employment income |
$ |
| Rental property income |
$ |
| Trust income |
$ |
| Other |
$ |
| Other Sources of Funds |
Lump Sum |
| Personal Savings: |
|
|
Employer-sponsored plan savings |
$ |
|
Stocks |
$ |
|
Bonds |
$ |
|
Mutual funds |
$ |
|
Bank savings accounts |
$ |
|
IRA |
$ |
|
Annuity |
$ |
| Inheritance |
$ |
| Home equity |
$ |
| Liquidation of business assets |
$ |
Liquidation of personal assets
(car, vacation property, boat, collections) |
$ |
| Other |
$ |
|
|
