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?

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8. What after-tax return do you expect on your investments between now and retirement (0 to 12 percent)?

%

9. What after-tax return do you expect on your investments during retirement (0 to 12 percent)?

%
 
   
   
Tricia J. Philipson, MBA, CDFA
San Ramon Meeting Location:
American Investors Company
2682 Bishop Drive, Ste. 123


 • San Ramon, CA • 94583
Phone: 925-820-1865 • Fax: 925-820-1865
www.philipsonfinancialservices.com • tphilipson@aicrep.com

Tricia J. Philipson is  a Registered Principal  offering Securities & Advisory Services  through American Investors Company, Member FINRA/SIPC, Registered Investment Advisor.  Branch Location: 2344 Saddleback Drive, Danville, CA 94506. In this regard, this communication is strictly intended for individuals residing in the state of California.. No offers may be made or accepted from any resident outside California.


IMPORTANT CONSUMER INFORMATION:



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