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)?

%
 
   
   
Matt MacWilliams, Investment Advisor Representative
4101 Parkstone Heights Drive Suite 210 • Austin, TX • 78746
Phone: (512) 372-8118 • Fax: (512) 330-9462
www.MattMacWilliams.com

 

*Investment Advisor Representative of and securities offered through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC. 

 

 

 

*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.  Insurance and securities products are limited to residents of  Texas.

An agent from Ameritas Investment Corp. will contact you to provide you with requested information.