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)?

%
 
   
   
Tomei & Tonjes Financial Services, LLC
367 Civic Drive, Suite 15 • Pleasant Hill, CA • 94523
Phone: (925) 849-6095 Ext. 106 • Fax: (925) 849-6092
• donna@tomeiandtonjes.com

 

 

 

We currently have individuals licensed to sell securities in the states of California, Louisiana, Massachusetts, Nevada, Oklahoma, Oregon, and Washington. This is not an offer to sell securities in any other state or jurisdiction.

 

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC www.finra.org / www.sipc.org

Investment Advisory Services offered through 1st Global Advisors, Inc.

Insurance Services are offered through 1st Global Insurance Services, Inc.

 (877) 959-8400

California Insurance License 0E94451