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?

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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)?

%
 
   
   
Ron McDaniel
2901 East Highland Drive • Jonesboro, AR • 72401
Phone: (870) 934-9000 • Fax: 870-931-0916
• ron.mcdaniel@investfinancial.com

 INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker/dealer is not affiliated with Liberty Bank of Arkansas or Liberty Bank Financial Services. Registered Representative of and securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies. Products offered are: Are not FDIC insured *are not guaranteed by a Bank * may lose value.

 

INVEST does not provide tax or legal advice. 


Please consult your tax and/or legal adviser for guidance on your particular situation.
 

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