Know Your Numbers

Mark's Spreadsheet projects income, expenses, taxes, account balances and estate values for a single person or couple for the next 50 years. To do this, it must make certain assumptions about inflation and tax rules many years into the future which may or may not become reality.

Beyond this, the spreadsheet relies on high quality user input to generate its projections. As the saying goes "garbage in, garbage out". Here are the numbers you need to provide to make best use of the spreadsheet. If you do your own taxes you should be able to manage this. If you find the following list intimidating, perhaps it is best to work with a professional instead.

Update your numbers and rerun your projections annually using Mark's latest spreadsheet.