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?

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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)?

%
 
   
   
Lily Ho of Foresters Equity Services Inc.
19720 E. Walnut drive South , suite 205 • Walnut, CA • 91789
Phone: 626-202-0102 • Fax: 626-441-5191
• lily@lilyho.com

 


 Registered Representative and Investment Advisor Representative offering Securities and Investment Advisory Services through Foresters Equity Services, Inc., a Registered Broker-Dealer, Member FINRA, SIPC and a Registered Investment Advisor.  Corporate office-6640 Lusk Blvd., Suite A202, San Diego, CA 92121; Tel.  858-550-4844  858-550-4844


 Foresters Equity Services Inc. and its affiliates do not provide legal or tax advice. Please seek assistance with an attorney and/or tax advisor regarding your individual circumstances.