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?

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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)?

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9. What after-tax return do you expect on your investments during retirement (0 to 10 percent)?

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Petros Estate & Retirement Planning, LLC
100 Southpark Blvd., Suite 405 Saint Augustine, FL 32086
Phone: (904) 824-5656 Fax: (904) 824-5642

Neither Petros Estate & Retirement Planning, LLC, Woman’s Worth, LLC nor any of their agents or representatives give tax, legal or investment advice. Consult a qualified advisor. Legal advice is provided by board-certified estate planning attorneys. The information here is a summary of our understanding of current tax laws as they relate to insurance products. This communication (including attachments) was not intended or written to be used to avoid any penalty imposed by a taxing authority, nor may the user/recipient of this communication use this written tax advice for that purpose. Please consult a qualified advisor for these matters.