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HOW MUCH WILL YOUR RETIREMENT SAVINGS BE WORTH WHEN YOU RETIRE?

   

You

Your Spouse

1

Current age?

2

Anticipated retirement age?

3

How many years will your retirement savings need to last subsequent to when you retire?

4

Projected rate of return on retirement savings prior to retiring

 

(We generally recommend using a rate of 10%)

   

5

Projected rate of return on retirement savings subsequent to retiring

 

(We generally recommend using a rate of 8%)

6

Projected annual rate of inflation between now and when you retire

 

(We generally recommend using a rate of 4% to 6%)

   

7

What is the current value of your existing retirement accounts?

   
 

401(k) & 403(b) accounts

 

Other employer sponsored plans & matching contributions

 

IRAs & Roth IRAs

 

SEPs, SIMPLES & Keogh plans

 

Other retirement accounts

 

Sub-total of your retirement accounts

8

How much is being added to your retirement accounts each year?

   
 

401(k) & 403(b) accounts

 

Other employer sponsored plans & matching contributions

 

IRAs & Roth IRAs

 

SEPs, SIMPLES & Keogh plans

 

Other retirement accounts

 

Sub-total of your annual retirement contributions

  

Projected Annual Income from Your Retirement Accounts (in today's dollars)

DISCLAIMER:

Your actual annual income from your retirement accounts may be considerably different from this calculation. This calculation is only meant to give you an indication of where you will end up based on what you have saved already and how much you are saving each year.

Any changes in the rate of return on your investments or the rate of inflation will significantly alter the results of this calculation.

 

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