Worksheet 9: Retirement: Early vs. Later?


Using the Ballpark Estimator at www.asec.org or www.choosetosave.org, compare the amount of savings you will require at five different retirement ages, sources of income that can be expected, and other relevant factors.
Retirement Age
Amount of Annual Savings Required
Estimated Employer Pension Benefit
Estimated Social Security Benefit
Health Insurance Benefit, if any
Other Factors (e.g., health)