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 10 percent)?

%

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

%
 
   
   
Insurance Analysis & Planning

3 Office Park Circle, Suite 200

 • Birmingham, AL • 35223
Phone: (205) 879-0809

Securities are offered solely through registered representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, 1050 Crown Pointe Parkway, Suite 1000, Atlanta, Georgia 30338, (770) 512-5100.  Strong Financial and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Henry Strong is a Registered Representative of Equity Services, Inc. and offers securities in Alabama and Georgia. He is insurance-licensed in Alabama, Georgia, Louisiana, Mississippi and Tennessee.


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