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 12 percent)?

%

9. What after-tax return do you expect on your investments during retirement (0 to 12 percent)?

%
 
   
   
INVEST Financial Corporation
Three locations:

350 Park Street Suite 107 South
North Reading Ma 01864
Ph: 978-664-3533

78 Rosewood Dr
Waltham MA 02452
Ph: 781-373-1467

2 Newell Hill Road
Sterling, MA 01564
Ph: 978-422-7126


www.yourfinancialpriorities.com



INVEST FINANCIAL
CORPORATION'S PRIVACY POLICY

Registered Representatives of INVEST FINANCIAL CORPORATION (INVEST), member FINRA, SIPC, a registered broker dealer, is not affiliated with Your Financial Prorities or  WEC Associates. Securities and insurance products are offered through INVEST and affiliated insurance agencies.

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