Cost of Retirement  
Estimating how much income you will need in retirement — and determining whether your current program of savings and investments can provide that income — is a good start to developing a retirement plan. This calculator is designed to help you estimate how much income you may need in retirement and the savings necessary to produce that income.
     

1. What is your current age?

2. What is your household's current annual income?

$

3. How much do you currently have set aside for retirement?

$

4. What percentage annual raises do you expect?

%

5. At what age do you expect to retire?

6. How many years do you expect to spend retired?

7. What percentage of your pre-retirement income do you expect to need during retirement?

%

8. What after-tax return do you expect on your investments between now and retirement (0 to 10 percent)?

%

9. What after-tax return do you expect on your investments during retirement (0 to 10 percent)?

%
 
   
   
Walnut Street Securities
9050 Sweet Valley Drive • Valley View, OH • 44125
Phone: (216) 642-1099 • Fax: (216) 642-1186
• clientupdate@fmstrategies.biz

 

 

 

 Securities offered through Registered Representatives of Walnut Street Securities, Inc. member FINRA and SIPC.

Investment advisory and financial planning services offered through Financial Management Strategies, Inc.

 Financial Management Strategies, Inc. and Plancorp, Inc. are not subsidiaries or control affiliates of Walnut Street Securities, Inc.

 

This site is published for residents of the United States only.  Registered Representatives and Invesment Advisor Representatives of Financial Management Strategies, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly licensed.  Therefore, a response to a request for information may be delayed.  Not all products and services on this site are available in every state and through every Registered Representative or advisor listed.