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)?

%
 
   
   
Socially Responsive Financial Advisors
P.O. Box 1352 • Bellingham, WA • 98227
Phone: Bellingham :360/ 392-8517 or in Eugene: 541/686-1908 • Fax: 360/859-1415
• Laurie@ResponsiveFinancial.com

Socially Responsive Financial Advisors


First Affirmative Financial Network, LLC


Laurie McClain, Accredited Investment Fiduciary(R)


P.O. Box 1352, Bellingham, WA  98227

Phones: Bellingham - 360/392-8517   ♦   Eugene -  541/686-1908

FAX 360/859-1415

Laurie@ResponsiveFinancial.com 


Investment Advisory Representative of First Affirmative Financial Network, LLC. First Affirmative Financial Network (FAFN) is an independent Registered Investment Advisor (SEC File #801-56587). FAFN  and Socially Responsive Financial Advisors (SRFA) are unaffiliated entities. SRFA is not a registered investment advisor.

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