Current Retirement Balances CLOSE X

Using the worksheet, indicate how much you've saved in each type of plan or account.

  You Your Partner
Tax-Deferred: 401(k)
403(b)
457
Keogh
SEP
IRA
Other
Tax-Exempt: Roth IRA
Roth 401(k)/403(b)
Taxable Savings Earmarked for Retirement (also include any cash inflows expected this year; such as inheritance or proceeds from real estate sales, etc.)
 

SUBTOTAL:

TOTAL:  
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