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RetirementWorks®
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Paycheck Comparison
Name:
(For Paycheck Frequency enter the number of paychecks per year you receive)
Paycheck Frequency:
Current Check
New Paycheck
Calendar Year (yyyy):
Gross Pay for this period:
$
$
PRE-TAX: Voluntary retirement contributions in dollars:
$
$
or PRE-TAX: Voluntary retirement contributions as a percentage:
%
%
(Note: You may enter either a percent or a dollar amount for the next three fields. Please select each field's symbols before entering an amount.)
PRE-TAX: Mandatory retirement contributions:
$
PRE-TAX: Other benefits (Section 125 plans):
$
AFTER-TAX: Total misc. reductions from pay:
$
Income Tax withholding:
Enter amounts manually
Let system estimate your withholding
(Note: if the system automatically calculates withholding, you can no longer adjust it manually. However, you can revise the inputs used in the automatic calculation.)
Federal Income Tax withholding:
$
$
State/Local Income Tax withholding:
$
$
Marginal tax rate for state/Local income taxes:
%
Select a Social Security/Medicare option:
Social Security and Medicare
Medicare only
None
Social Security and Medicare or Social Security taxes:
$
$
Average take home pay:
$
$
Calculation Options:
Calculate new take-home pay
Calculate new retirement contribution from target take-home amount
Calculate will fill in or update the values on this form, Continue will take you to the next step in creating a report.
Still River Retirement Planning Software, Inc.
· 69 Lancaster County Rd., Harvard, MA 01451 · (978) 456-7971 · Fax: (978) 456-7972
· E-mail:
info@stillriverretire.com