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)?

%
 
   
   
Investment Planning Group, Inc
25117 Detroit Rd Suite 210 • Westlake, OH • 44145
Phone: 440-899-7700 • Fax: 440-899-7704
• cdivito@investmentplanninggroup.com

Securities and advisory services offered through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA/SIPC Office of supervisory jurisdiction: 12636 High Bluff Drive, Suite 100, San Diego, CA. 92130

Investment Planning Group, Inc., and Independent Financial Group and not affilited.

Securities licensed in OH, PA TX, AZ, CA, FL, MD, IL and NY. Fee based or advisory services are available to residents of OH

This Communication is strictly intended for individuals residing in the states listed above, where the registered representative is licensed to conduct securities business, and as an investment advisor. No offers may be made to or accepted from anyone outside of the specific states refernce.

 

 

Privacy Policy