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?

%

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)?

%
 
   
   
Sunset Financial Services
80 Broad Street, Suite 5M • Red Bank, NJ • 07701
Phone: 732-383-8165 ext 110 • Fax: 732-383-8179
• hhogan@sfsrep.com

Helen Hogan is a Registered Representative with Sunset Financial Services, Inc., a FINRA registered broker-dealer.  Sunset Financial Services is registered to offer securities products in all 50 United States.

Helen Hogan is  licensed to offer securities products the states of California (CA), Connecticut (CT), Massachusetts (MA), New Hampshire (NH), New Jersey (NJ), New York (NY), Pennsylvania (PA) and Virginia (VA).  Helen Hogan is licensed to offer insurance products in CA, CT, MA, NH, NJ, NY, PA, and VA. 

The information included herein should not be considered a solicitation or an offer to sell product in any states besides those in which Helen Hogan is properly licensed.

*Securities and investment advisory services offered through Sunset Financial Services, Inc., 3520 Broadway, Kansas City, MO  64111. Ph (816) 753-7000 (Home Office).  Member FINRA, SIPC.