Gross Income Requirements for Retirement

Think of this template as a one-page tax return in reverse. Almost all clients think in terms of take home pay, because most have never seen a pay cheque for gross income. When they give you a figure of anticipated income at retirement, chances are they are thinking of net take home pay. If there has been an analysis of their cash flow, you will be able to come up with a realistic figure of their net income requirements. This spreadsheet will tell how much gross income is required to provide the after tax figure of net income they have stated. In other words, it calculates their tax bill at retirement and tells you how much gross income has to be provided to give them the net income they want.

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