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 10 percent)?

%

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

%
 
   
   
OPOC.us - Quality • Trust • Excellence
300 West Wilson Bridge Rd Suite 300 • Worthington, OH • 43085
Phone: (800) 724-8802



 • Fax: (614) 431-1173
• sommer@opoc.us

INVEST Financial Corporation (INVEST), Member FINRA/SIPC, a registered Broker Dealer is not affiliated with One-Point-of-Contact.  Securities and certain insurance products are offered through INVEST and affiliated insurance agencies.  Advisory services are offered through INVEST.  INVEST does not provide tax or legal advice.

Important Consumer Information: This site is for informational purposes only and is not intended to be a soliciation or offering of and security and; 1. Represenatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the represenatitives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BA or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation's Privacy Policy.

This website may contain concepts that have legal, accounting and tax implications.  It is not intended to provide legal, accounting, or tax advice.  You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.  No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Quality • Trust • Excellence

© One-Point-of-Contact. All rights reserved.