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)?

%
 
   
   
Distribution Phase
3150 Crow Canyon Place
Suite 200		 • San Ramon, CA • 94583
Phone:
Toll Free: (800) 548-2671

Local: (925) 277-2600		 • Fax: (925) 277-2601
•
California Insurance #: 0504164

 

 

California License #: 0504164

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

The Information in this website is for information purposes only and is
not intended as an offer of services or a solicitation of sales in any jurisdiction
where we are not licensed or the products described are not available. 

Securities and Investment Advisory Services offered solely through Ameritas Investment Corp. (AIC) member FINRA/SIPC.  AIC and David White & Associates are not affiliated.  Additional products and services may be available through David White & Associates that are not offered through AIC.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus form your Registered Representative.  Read it carefully before you invest or send money.  A Representative from David White & Associates will contact you to provide requested information.