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Retirement Calculator

Retirement Planning Calculator
Calculating the Cost of Retirement

To use:
Answer the questions on the light blue lines. As you move to the next field the computer will calculate the colored lines for you! Assumes an average return of 8%.

Please select the number of years until you plan on retiring.
Please select your expected life span after you retire.
1.
Annual income desired in current dollars (70% - 80% of current income) NO PUNCTUATION.
2.
Annual Social Security income
Click here for the Social Security Website
3.
Amount you have saved already
4.
Annual Anticipated Government Annuity Income

5.
Total annual income from sources other than savings and investments
6.
Additional income needed from savings and investments
7.
Additional income needed in future dollars
8.
Amount you must save by retirement, in future dollars
9.
What your savings will grow to by the time you retire
10.
Amount you will still need to save
11.
Amount you need to save each year
 
 

Retirement Plus, Inc. is an SEC Registered Investment Advisory and financial planning firm. Currently the firm is licensed to serve clients in the following states: Missouri, Kansas, Arkansas, California, Colorado, Florida, Illinois, Maryland, New York, Ohio, Virginia, West Virginia and Washington D.C.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Retirement Plus, Inc., a registered investment advisor and separate entity from LPL Financial.

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


Retirement Plus Inc. Personal Financial Plan