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?

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8. What after-tax return do you expect on your investments between now and retirement (0 to 12 percent)?

%

9. What after-tax return do you expect on your investments during retirement (0 to 12 percent)?

%
 
   
   
Debra A. Weiner
4 W. Red Oak Lane • White Plains, NY • 10604
Phone: (800) 223-9065
(914) 694-8606		 • Fax: (914) 694-5490
www.debraweiner.com • debra.weiner@stifel.com

(1) This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.

(2) Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representatives and the broker-dealer or investment advisor they represent: (a) satisfy the qualification requirements of, and are approved to do business by the state; or (b) are excluded or exempted from the state's licensure requirements.

(3) Products and investment advisory services are offered through Stifel, Nicolaus & Company, Incorporated, member FINRA/SIPC/NYSE.

(4) Investing involves risk, including loss of principal.