Retirement income · Guide

Retirement Income Gap Worksheet

Separate essential spending from lifestyle spending, list your expected income sources, and see where questions may remain before you choose an income strategy.

What is inside

A simple framework for essential versus lifestyle spending
A place to list Social Security, pensions, retirement accounts, and other income
Prompts for identifying a possible income gap
Questions to consider before selecting an income approach

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How to use it

A worksheet is a starting point, not a plan

Guides like this one help organize your thinking and surface the questions worth discussing. They are educational and general; they are not advice about your particular circumstances.

Complete it at your own pace — there is no follow-up obligation
Note the questions you cannot answer yet; those are usually the useful ones
Bring it to a conversation with us, or with any professional you trust
Review tax and legal questions with your own tax or legal professional

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Important disclosures

This website is for general educational purposes and is not investment, tax, or legal advice. Any strategy discussed is subject to suitability, product terms, market conditions, and individual circumstances. Please consult your own tax or legal professional regarding your situation.

Submitting a form, requesting a guide, or scheduling a conversation does not create an advisory, fiduciary, insurance, brokerage, attorney-client, tax-preparer, or other professional relationship.