Formulate an estimate of retirement needs.

Description

For this assignment you will complete the following worksheet of the plan:

U8.1 Projected Retirement Needs

Once you determine your retirement needs, answer the following questions in a Word document:

What have you learned from completing your retirement calculations?

  • Are there adjustments you need to make now? Or later?

What changes will you have to make to retire comfortably?

How will changes in Social Security affect your retirement?

Has there been a change in your financial outlook for the future?

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