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 12 percent)?

%

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

%
 
   
   
Equity Shield Insurance & Financial Services
5740 Fleet Street, Suite #150 • Carlsbad, CA • 920008
Phone: (800) 694-6700 • Fax: (760) 804-7508
www.equityshield.com • info@equityshield.com

 Investment Disclaimer
All investments involve different degrees of risk.
Past Performance is No Guarantee of Future Results.
You should always read any and all prospectuses carefully before making any investment decisions.
Nothing expressed on this website is intended to give specific legal or financial advice.

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