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How Much Will Your Retirement Savings REALLY Be Worth When You Retire??

 

  Directions:  Simply answer questions 1 - 8.

(if applicable)

You

Your spouse

1

Current age?

2

Anticipated retirement age?

3

How many years will your retirement savings need to last subsequent to when you retire?

4

Projected rate of return on retirement savings prior to retiring

(we generally recommend using a rate of 12%)

5

Projected rate of return on retirement savings subsequent to retiring

(we generally recommend using a rate of 8%)

6

Projected annual rate of inflation between now and when you retire

(we generally recommend using a rate of 4% to 6%)

7

What is the current value of your existing retirement accounts?

401(k) & 403(b) accounts

Other employer sponsored plans & matching contributions

IRAs & Roth IRAs

SEPs, SIMPLES & Keogh plans

Other retirement accounts

Sub-total of your retirement accounts

8

How much is being added to your retirement accounts each year?

401(k) & 403(b) accounts

Other employer sponsored plans & matching contributions

IRAs & Roth IRAs

SEPs, SIMPLES & Keogh plans

Other retirement accounts

Sub-total of your annual retirement contributions

 

 

Projected Annual Income from Your Retirement Accounts(in today's dollars)

 

 

DISCLAIMER: Your actual income at retirement may differ considerably from this calculation. (More details)