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)?

%
 
   
   
The Neely Group
4 Village Park Drive, Suite 170 • Grove City, PA • 16127
Phone: 724.458.5090 • Fax: 724.458.5020
www.neelygroup.com • mail@neelygroup.com

William T. Neely and Aaron H. Stanley are registered representatives offering securities through Walnut Street Securities, Inc. (WSS) Member FINRA & SIPC. Neither The Neely Group or Vantage Financial Group are subsidiaries or control affiliates of WSS. Neither Walnut Street Securities nor its representatives offer tax or legal advice.  Please consult your tax advisor or attorney for guidance.  While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk altogether.

Investment transaction instructions are not to be transmitted via email.  Please contact our office and speak to an account representative.