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?

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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)?

%
 
   
   
3 Financial Group
1888 Kalakaua Ave., Suite 312 • Honolulu, HI • 96815
Phone: 808-791-2925 • Fax: 808-695-2948
www.3financialgroup.com • amberger@3FinancialGroup.com

Joanna Amberger is an investment advisor representative offering securities and investment advisory services through Transamerica Financial Advisors, Inc. (TFA), Member  FINRA, SIPC and Registered Investment Advisor. 1888 Kalakaua Ave, Suite C312, Honolulu, Hawai`i, 96815.  TFA makes no representation regarding the accuracy or completness of any information in these materials, or the effectiveness of any advice or recommendation made to achieve any specific tax or other financial planning goal.  TFA and its representatives do not give tax and/or legal advice.  Please consult with your own independent tax and/or legal advisor regarding the applicability of the concepts presented on this website to your particular situation before acting on any information or advice given in them.  Joanna Amberger is licensed to sell securities in Hawai`i, Illinois, Ohio, Texas and Virginia. This website should not be considered a solicitation in any other state.

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