Retirement Planning

Retirement Needs Combined Explain
Enter age at the end of current year:
Enter the age you plan to retire:
Enter life expectancy:
Desired annual retirement income:
Every years of retirement, reduce our income need by (%):
Desired estate ($):
Estimated average annual inflation rate (%):
Retirement Funding Combined
Current total retirement savings ($):
Current monthly savings contributions ($):
Age to stop contributions:
Expected average annual return on investment (%):
Estimated tax rate during retirement (%):
One-Time Benefits Combined
($):
Age to Apply One-Time Benefit #1 (#):
($):
Age to Apply One-Time Benefit #2 (#):
($):
Age to Apply One-Time Benefit #3 (#):
($):
Age to Apply One-Time Benefit #4 (#):
Post-Retirement Income (Pension, SS, Wages, etc. Enter amount net of taxes) Combined
($):
Annual COL Adjustment % Starting
Start & Stop Ages for Retirement Income #1 ($): to
($):
Annual COL Adjustment % Starting
Start & Stop Ages for Retirement Income #2 ($): to
($):
Annual COL Adjustment % Starting
Start & Stop Ages for Retirement Income #3 ($): to
Results
Savings Needed at Retirement Age:
Savings at Retirement Based on Present Entries:
Savings Surplus (negative number indicates a ShortFall):
Additional Monthly Contribution Needed to Fully Fund Plan:
Present Monthly Contributions:
Total Monthly Contribution Needed to Fully Fund Plan: