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?

%

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)?

%
 
   
   
John Olson, www.olsonfinancial.com
249 John Knox Road • Tallahassee, FL • 32303
Phone: 850-385-7159 • Fax: 850-385-7163
www.olsonfinancial.com • info@olsonfinancial.com

Investment advisory services and securities offered by registered representatives and investment advisor representatives of Tower Square Securities, Inc.(TSS) Member FINRA/SIPC. Olson Insurance & Financial Services, Inc. is not affiliated with TSS.

We have representatives licensed for the sale of securities in AL, CA, FL, GA, NC, SC, TN, TX & VA and is licensed in the states of AL, FL, GA & NC for the sale of insurance products. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states.  Please contact this office for further information.

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