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)?

%
 
   
   
www.creativecapital.com
17705 Hale Ave Building I, Suite 4 • Morgan Hill, CA • 95037
Phone: (408) 778-6677
Toll Free (888) 882-6677
• roxann.michaelsen@securitiesamerica.com

Roxann S. Michaelsen, CFP®, CLU


California Insurance License 0798331


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Creative Capital Insurance Sales Corp. California Insurance License 0580830


Securities Offered Through Securities America, Inc., a Registered Broker/Dealer Member FINRA & SIPC. Creative Capital Insurance Sales Corp is not affiliated with Securities America, Inc.