Nzira Yokugadzira Purogiramu Yekubhadhara Imari

Nzira yekugadzira purogiramu yemari yekurega basa

Urongwa hwehupfumi hwemari ndewe gore negore mutsara unokuratidza iwe kuti mari yako yekusara ichabva kupi. Inogona kuitwa pamashizha emapepa emagrafu, kana nyore nyore muExpcel spreadsheet (kana imwe purogiramu yepaspiritsi). Heano zviito zvina zviri nyore zvaungashandisa kuita imwe.

Ita template

Tanga urongwa hwako hwekubvisa mari nemutsetse mumwe wegore rega rega, pamwe nezera rako (uye kana yakaroorwa nemurume) yakanyorwa pedyo negore rimwe nerimwe remakarani.

Wedzera ichi chirevo kuburikidza nekutarisira hupenyu . Iwe unogona kuona chirongwa chekutsvaga mari yekurasira patafura patafura pasi pechinhu ichi.

Ita zvinyorwa zvepamusoro pechinhu chimwe nechimwe waunowedzera pairi. Shandisa runyora pasi apa kuti uone kuti ndezvipi zvingawedzerwa.

Nyora pasi zvakagadzirirwa zvekurega mari

Wedzera mapuranga emudziro wega wega wemari yakagadzikana yakadai se:

Usapinza mazano emari ekuwana mari sezvikamu, zvikwereti, kana mari inowanikwa. Pane kudaro, iwe uchishandisa chirongwa chako chekubvisa mari yekuverengera kuti uverenge kuti uchadirei kubvisa kubva kumabhengi ako emari.

Wedzera mari, kusanganisira mitero

Zvadaro, fungidzira zvizere zvekugara kwemari yako gore negore. Nyorai zvinhu zvakadai sokubhadhara mari inogona kubhadharwa mumakore mashomanana mune imwe koromo. Mumuenzaniso uri pasi pepeji unoona chikwereti chichabhadharwa kusvika hafu kusvika 2025, saka gore iroro gore rega rega rebhadharo rekutenga chikwereti chikamu chaive gore raivepo, uye iyo mari inodarika.

Mitero yemitero ichasiyana zvichienderana nemari yako yose uye zvakabviswa. Zvakanakisisa kuita urongwa hwemutero gore roga roga kunyatsojekesa izvi. Mumuenzaniso wandinoshandisa, munhu uyu chete ane IRA akachengetedza. Chero kusununguka kwavanofanira kutora kunofanira kubva kune IRA yavo uye kuchava nemari inotengesa.

Vakashanda nevatori vemitero, uye vakashandisa nguva yavo yekuwana mari, vachifungidzira kuti vangada mari yakawanda ye $ 35,000 IRA kuregererwa kwezera ravo pazera remakore makumi matanhatu nemana, iro ndiro gore ravo rokutanga rakarongerwa rekurega basa. Pamusoro pekuregererwa ikoko, anenge $ 3 100 achaenda kumitero.

Gore raitevera vachave nemamwe mari ekuchengetedzwa kwehupfumi uye vanofungidzira kuti vangangodaro vanoda $ 15,000 IRA kubviswa. Vatori vemitero avo vanofungidzirwa kuti mutero wavo wekutereta waizova we $ 3 300 gore iroro. Vakashandisa nhamba iyoyo kune zvakasara zvekufungidzira kwavo.

Verengai gap

Zvadaro, chirongwa chako chekubvisa mari inofanira kuverenga chirango, icho chinokonzera kubviswa kubva pakuchengetwa, kana kuti mari yakasara inowanikwa kuiswa.

Muchiitiko chedu tinowedzera mitsva yekuwana mari (Social Security pamwe nemari yepensheni), zvino kubvisa mari (kubhadhara mari, kubhadhara mari, uye kuongororwa mutero) kusvika ku-$ 34,693 inoratidzwa mumutsara wokutanga pasi pemutsara unonzi "Gap".

Iyi chirongwa chekusarura mari yekusarura hachirevi kutengesa kwenyika kana kutengeswa kwemari, asi inokupa nzvimbo yekutanga; gore negore rondedzero yekuti mari yako yekusasiya inogona kubva kupi.

Sample Retirement Revenue Timeline
Age Gore Social Security Pension Mari Yenyu Mortgage Mitero Gap
66 2016 $ 14,535 $ 9,216 $ 42,000 $ 13,344 $ 3,100 - $ 34,693
67 2017 29,651 9.216 42,000 13,344 3,300 -19,777
68 2018 29,651 9.216 42,000 13,344 3,300 -19,777
69 2019 29,651 9.216 42,000 13,344 3,300 -19,777
70 2020 29,651 9.216 42,000 13,344 3,300 -19,777
71 2021 29,651 9.216 42,000 13,344 3,300 -19,777
72 2022 29,651 9.216 42,000 13,344 3,300 -19,777
73 2023 29,651 9.216 42,000 13,344 3,300 -19,777
74 2024 29,651 9.216 42,000 13,344 3,300 -19,777
75 2025 29,651 9.216 42,000 6,672 3,300 -13,105
76 2026 29,651 9.216 42,000 0 3,300 -6,433
77 2027 29,651 9.216 42,000 0 3,300 -6,433
78 2028 29,651 9.216 42,000 0 3,300 -6,433
79 2029 29,651 9.216 42,000 0 3,300 -6,433
80 2030 29,651 9.216 42,000 0 3,300 -6,433
81 2031 29,651 9.216 42,000 0 3,300 -6,433
82 2032 29,651 9.216 42,000 0 3,300 -6,433
83 2033 29,651 9.216 42,000 0 3,300 -6,433
84 2034 29,651 9.216 42,000 0 3,300 -6,433
85 2035 29,651 9.216 42,000 0 3,300 -6,433
86 2036 29,651 9.216 42,000 0 3,300 -6,433

Kana uchinge uine urongwa uhwu hwekutsvaga iwe unogona kuushandisa kuti ugadzire hurongwa hwekutsvaga hunofananidzirwa apo iwe uchanyatsoda kushandisa mari yako.