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)?

%
 
   
   
The Legacy Group, Inc. - Leland Landes
2601 Santa Erica Mission, TX 78572
Phone: (956) 424-9337 Fax: (956) 424-0733
llandes@thelegacygroupinc.net

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Broker/Dealer and Registered Investment Adviser, Member FINRA/SIPC, 3600 North Capital of Texas Hwy. Bldg. B, Suite 180, Austin, TX 78746 (512) 266-1658. The Legacy Group, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.


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