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)?

%
 
   
   
Century Tax & Wealth Management of Lancaster, PA | Financial Planning
930 Red Rose Court, Suite 209 • Lancaster, PA • 17601
Phone: 717.299.0066 • Fax: 717.299.0067
• ron@centurywealthmgmt.com

†IMPORTANT NOTE: Ronald C. Allison is a registered representative registered to transact business with clients in AL, DE, FL, GA, HI, MD, OH and PA. Ronald C. Allison is also an investment adviser representative licensed in CO, HI, PA and UT. Ronald C. Allison is insurance licensed in the following states: FL and PA. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM,  6333 North State Highway 161, Fourth Floor, Irving, Texas 75038, (972) 870-6000

Century Tax & Wealth Management, LLC is not a registered broker/dealer or independent investment advisory firm. 

 

 

 

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