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)?

%
 
   
   
Walsh & Nicholson Financial Group
119 W. Wayne Avenue • Wayne, PA • 19087
Phone: 610-688-4447 • Fax: 610-688-4480
• ewalsh@wnfg.com

 

Securities (and investment advisory services) are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Walsh & Nicholson Financial Group are not affiliated. Additional products and services may be available through Walsh & Nicholson Financial Group that are not offered through AIC.

 

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This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your registered representative.  Read it carefully before you invest or send money.  Securities products are limited to residents of CA, CO, DC, DE, FL, MA, MD, MI, MS, NC, NJ, NY, OH, PA, SC, TN, VA, VT. Other fixed products available nationally.

A representative of Walsh and Nicholson Financial Group will contact you to provide requested information.