Name(s): Jamaal and Sarina I. Estimated Household Expenditures in Retirement Date: May 2015 A. B. C. D. II. Estimated E. F. G. H. 111. Inflation K. Approximate number of years to retirement Current level of annual household expenditures, excluding savings Estimated household expenses in retirement as a percentage of current expenses Estimated annual household expenditures in retirement Income in Retirement Social Security, annual income Company/employer pension plans, annual amounts Other sources, annual amounts Total annual income (E + F + G) Additional required income, or annual shortfall (D H) Factor Expected average annual inflation rate over the period to retirement Inflation factor (a) Years to retirement (A) (b) Average annual inflation rate (J) L Size of inflation-adjusted annual shortfall IV. Funding the Shortfall M. N. O. P. Q. Anticipated return on assets held after retirement Amount of retirement fund required (your nest egg) Expected rate of return on investments prior to retirement Compound interest factor (a) Years to retirement (A) (b) Expected rate of return on investments prior to retirement (O) Annual savings required to fund retirement nest egg You can use the followng dropdown menu to identify the necessary future value interest factors. Future Value Interest Factors Future Value Future Value of an Annuity