Investment Details

Income and ExpensesDollars
Social Security income
Pension income
Retirement job income
Annuity/Reverse Mortgage income
Living expenses
Other AssetsStarting ValueCurrent Value
Home
Mortgage
Net Home Equity
Total InvestmentsStarting ValueCurrent Value
Cash
Bonds
Stock
  TOTAL TAXABLE
Cash
Bonds
Stock
  TOTAL IRA/401k
Cash
Bonds
Stock
  TOTAL ROTH
    GRAND TOTAL

Investment income is reduced by fees of .