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)?

%
 
   
   
Maxwell Financial Management
300 W. Wilson Bridge Rd., Ste 320
 • Worthington, OH • 43085
Phone: 614.431.4345 • Fax: 614.431.4382

Please note that any of our non-registered personnel who are referenced cannot offer the products or services of the broker-dealer to a client.

* Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC, and a registered investment adviser. Maxwell Financial Management is not affliated with FSC Securities Corporation or registered as a broker/dealer or investment adviser.

FINRA Website

SIPC Website