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 10 percent)?

%

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

%
 
   
   
ASASP Jacob|William, Inc.
9515 Deereco Rd, Suite 201 • Timonium, MD • 21093
Phone: 410-821-6724 • Fax: 410-821-6729
• dmorrison@jacobwilliam.com

Jacob| William, Inc is a Registered Investment Advisor.  Jacob/William, Inc. and ASASP are not affiliated companies.

Jacob |William representatives are insurance licensed in our resident state of Maryland, as well as the following states: Pennsylvania, Virginia and Delaware.  For additional licensing information please contact Daniel Morrison at 410-821-6724. Not an offer or solicitation in any state where representatives are not licensed.

 Jacob|William does not provide tax advice.  Please consult a qualified tax advisor regarding your individual circumstances.