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?

%

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)?

%
 
   
   
Rogers Financial Services
800 W. Fifth Ave., Suite 205L • Naperville, IL • 60563
Phone: 630-369-2350 • Fax: 630-369-2285
• mark@rogersfinancialservices.com
Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities are offered through ProEquities, Inc., a Registered Broker-Dealer & Member FINRA & SIPC, 2801 Highway 280 South, Birmingham, AL 35223. Rogers Financial Services is independent of ProEquities, Inc. No parts of this communication should be construed as an offer to sell or buy any security or provide investment advice or recommendations. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.