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Retirement Budget Worksheet

The budgeting process during retirement preparation helps you estimate and manage your income and expenses after employment ends.

Build a retirement budget by reviewing all income and expenses in retirement. The budget worksheet is an effective tool to assist with this important step.

Step 4. Retirement Budget Worksheet
Worksheet-Excel Spreadsheet or Worksheet-Excel Spreadsheet in Spanish
Worksheet-PDF or Worksheet-PDF in Spanish

Retirement Planning Process

Step 1. Retirement Checklist

Step 2. Retirement Planning & Eligibility

Step 3. Find a Financial Advisor

Step 4. Retirement Budget Worksheet

Return to Retirement Planning Guide and Resources

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