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)?

%
 
   
   
Financial Solutions
12117 FM 2244, (Bee Cave Road)
Suite 220		 • Austin, TX • 78738
Phone: 512.280.6868 or 866.240.2262 • Fax: 512.263.1144
www.financialsolutions-tx.com • joelw@financialsolutions-tx.com

Joel Williamson is an Investment Advisor Representative of and securities are offered through USA Financial Securities Corporation, Member FINRA/SIPC (www.finra.org), 6020 E Fulton St. Ada, MI 49301.  A Registered Investment Advisor.  Financial Solutions is not affiliated with USA Financial Securities.

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