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 10 percent)?

%

9. What after-tax return do you expect on your investments during retirement (0 to 10 percent)?

%
 
   
   
Leader Financial Services
350 S. Main Street, Suite 107 • Doylestown, PA • 18901
Phone: 215-340-2600 • Fax: 215-340-2606
• leader@leaderfinancialservices.com
Investment advisory services are offered through Registered Investment Advisor, Gwynedd Company, 1100 Sumneytown Pike, Lansdale, PA 19446 (215-855-1630) and registered products, annuity and insurance through Rampart Financial Services, Inc., 2005 Easton Road, Doylestown, PA 18901 (215-880-1640) member FINRA, SIPC . Leader Financial Services and The Leader Company are not owned or operated by Gwynedd Company or Rampart Financial Services, Inc.

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