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)?

%
 
   
   
Capital Analyst of San Diego, LLC
11440 West Bernardo Court, Suite 208
 • San Diego, CA • 92127
Phone: 858.674.8400 office
877.623.8900 toll free
 • Fax: 858.674.8405
• thannify@caisd.com

 

 

 

www.caisd.com
 
11440 West Bernardo Court, Suite 208 - San Diego, CA 92127 - (858) 674-8400 - FAX (858) 674-8405
 
 
 
21021 Ventura Boulevard, Suite 400 - Woodland Hills - California - 91364 - (888) 851-6006
 
Securities and Investment Advisory Services offered through Capital Analysts Incorporated, Member FINRA / SIPC.
 
Capital Analysts of San Diego, LLC and Capital Analysts Incorporated are independent non-affiliated entities.
 
 

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