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)?

%
 
   
   
Jerry W. Wilk, P.F.P. Financial, Investment & Retirement Planning in Irvine, CA
17848 Skypark Circle • Irvine, CA • 92614-6401
Phone: (949) 250-9990
(800) 316-3138		 • Fax: (949) 250-9992
• jerry.wilk@natplan.com

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Jerry W. Wilk is a Registered Representative. Securities and advisory services offered through NATIONAL PLANNING CORP.  (NPC), NPC of America in FL & NY, member FINRA/SIPC, a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state, Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.

 


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