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)?

%
 
   
   
Quality Financial Concepts
115 West Broadway Avenue • Maryville, TN • 37801
Phone: 865/984-3550 • Fax: 865/984-6161
• clientservices@qualityfinancial.com

 

Doug Horn, CFP, Registered Principal with and securities offered through Foothill Securities, Inc. Member FINRA & SIPC
Quality Financial Concepts and Foothill Securities are not affiliated.
 
This information is intended for use only by residents of 
AL, AZ, CA, FL, GA, IL, KY, LA, MD, MS, MO, NC, OH, OK, SC, TN, TX, VA
Securities-related services may not be provided to individuals residing in any state not listed here. 
 Please consult with your financial advisor as he or she may not be registered in all states.
 
Insurance-related services may not be provided to individuals residing in any states other than
AL, AZ, GA, KY, MD, MS, MO, NM, OH, TN, TX
 
Investment Advisory registered in Tennessee and Texas


 


 

 

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