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)?

%
 
   
   
Tax Favored Benefits, Inc.
4801 W. 110th Street, Ste 200 • Overland Park, KS • 66211
Phone: (913) 648-5526 • Fax: (913) 648-6798
• tfb@taxfavoredbenefits.com

Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Tax Favored Benefits, Inc. are not affiliated. Additional products and services may be available through Tax Favored Benefits, Inc. that are not offered by 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 from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of AR, AZ, CA, CO, FL, GA, IA, IL, KS, MA, MO, NE, OH, OK, TX. Licensed for insurance sales in AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NY, OH, OK, TN, VA and WI. Representatives of AIC do not provide legal or tax advice. Please consult your tax advisor or attorney regarding your situation. A representative from Tax Favored Benefits, Inc. will contact you to provide requested information.