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?

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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)?

%
 
   
   
Strategic Wealth Coach, LLC
1 Market Place, Suite 22 • Essex Junction, VT • 05452
Phone: (802) 878-6155 • Fax: (802) 878-6818
• bhudson@vsrfin.com

Securities and Advisory Services offered through VSR Financial Services, Inc., A Registered Investment Adviser, and Member FINRA/SIPC.  Strategic Wealth Coach, LLC and VSR Financial Services are not affiliated companies.  Robert Hudson holds the FINRA Series 7, 24, 63, 65 security registrations in the states of AZ, FL, IL, MA, MD, MO, NC, NY, SC, VT.  To work with residents of other states, the appropriate registration for the state you reside in must be obtained by Mr. Hudson before proceeding further.  No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendations.  Securities offered through VSR Financial Services, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal. 

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