Survivor Needs Calculator

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Survivor Needs Analysis


Personal Information
Spouse's Current Age:

Your Current Income:		$

Spouse's Current Income:		$

Other Income:		$

Spouse's Retirement Age:

Provide Income To Spouse's Age:

Inflation Rate:		%

Marginal Tax Bracket:		%
Desired Survivor Income:
Pre-Retirement Period Income:		%

Retirement Period Income:		%
Funds Available
Life Insurance:		$
Savings & Investments:
Cash, Savings, CDs, College Fund:		$

Pension Plans, IRAs, 401(k)s, ESOPs:		$

Stocks, Bonds and Other Securities:		$

Assumed Rate of Return Before Tax:		%
Funds Needed
Final Expenses & Emergency Fund:		$

Debt/Loan Repayment:		$

Mortgage Balance:		$
Education

Children's Education: