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)?

%
 
   
   
www.carolinacg.com
T. Lee Eubanks, CFP, CLU, CWS
1550 Ebenezer Road		 • Rock Hill, SC • 29732
Phone: Local @ 803-325-2455
Toll Free at 888-709-1827 		• Fax: 803-325-2456

Serving
Rock Hill, Fort Mill, Chester, Clover, York, Tega Cay in York County.
Chester, Lancaster, Indianland in Chester and Lancaster Counties.
Greenville, Spartanburg, Landrum, Cowpens, Union, Anderson and Gaffney, SC

Charlotte, Pineville, Ballantyne, Mint Hill, Matthews, Waxhaw, Monroe, Gastonia, Belmont, Kings Mountain, Shelby, Brevard, Asheville, Hendersonville in North Carolina.

Clarksville, Clayton, Cornelia, Helen, Livonia in North Georgia.
• leubanks@1stallied.com

Registered Representative offering Securities through First Allied Securities, Inc.  A Registered Broker/Dealer   Member FINRA/SIPC

Investment Advisor Representative offering services offered through First Allied Advisory Services, Inc.

This information is intended for use only by residents of SC,NC,GA,FL MI,VA and CA. Securities related services may not be provided to individuals residing in any state not listed above.
 

 

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