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)?

%
 
   
   
Florida Credit Union
2831 N.W. 43rd Street • Gainesville, FL • 32606
Phone: 352.377.4141 x4072
Ocala: 352.237.8222 x4072		 • Fax: 352-875-4436
www.floridacufinancial.com • matkinson@swbcinvestments.com

 

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.  SWBC Investment Services, LLC, and this institution are not affiliated. 
 
Securities are:
 
Supervisory Office:
Allen Barton,
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 | San Antonio, TX  78216
(210) 321-7296 | (210) 525-9461  Fax
compliance@swbcinvestments.com