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)?

%
 
   
   
Ostheim Financial Group, INC.
205 North Maple Street Suite 1 • Simpsonville, SC • 29681
Phone: 877-225-2995 toll free
864-228-2990 local		 • Fax: 864-962-9170
• jostheim@Ostheim.net



 

 

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INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer is not affiliated with Ostheim FINANCIAL GROUP, INC. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies.  Advisory Services are offered through INVEST.  INVEST does not provide tax or legal advice.

 

 

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