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?

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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)?

%
 
   
   
RD's Tax & Financial Strategies - Your Complete Wealth Management Resource
3190 S. Bascom Avenue
Suite 205		 • San Jose, CA • 95124
Phone: 408.879.9181 • Fax: 408.879.9184

RD's Tax & Financial Strategies | 3190 S. Bascom Avenue, Suite 205 | San Jose, CA 95124

Robert Duitz is a registered representative registered to transact business with clients in the following states: AL, AK, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, MD, MA, MI, MS, MO, NV, NY, NC, OR, PA, TX, UT, VA, WA, WI.  Robert Duitz is advisory licensed in California and Maryland.  Robert Duitz is also an insurance agent licensed in California, CA Insurance License #OC73185. Jason Marino is a registered representative registered to transact business with clients in CA. Jason is also an insurance agent licensed in California, CA Insurance License #OF49057. Lena Ortega is a registered representative registered to transact business with clients in CA.  Lena is also an insurance agent licensed in California, CA Insurance License #OC73184.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. 

RD's Tax & Financial Strategies is not a registered broker/dealer or independent investment advisory firm.

Securities offered through H.D. Vest Investment Securitiessm, Member: SIPC | Advisory services are offered through H.D. Vest Advisory Servicessm, 6333 North State Hwy 161, Fourth Floor | Irving, TX 75038 | Ph: 972.870.6000 | Investment and Insurance Products: Are not insured by the FDIC or any federal government agency.  Are not deposits of or guaranteed by the bank or any bank affiliate. May lose Value.