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 12 percent)?

%

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

%
 
   
   
Hendrixson and Associates, Inc.
255 Great Valley Parkway, Suite 130 • Malvern , PA • 19355-1300
Phone: 610-647-3866or 888-323-5155 • Fax: 610-647-3877
www.hpfs.biz • Michael.Hendrixson@LFG.com Richard.Pinola@LFG.com

Mike Hendrixson* is securities licensed in CA, DE, FL, GA, ME. MA, MD, MO, NC, NJ, NV, OH, OR, PA, TX, UT, and VA.. He is Life Insurance licensed in CA (CA Inusrance License #OA08677), CT, DE, FL, GA, KS,MA, MI, MD,MS, NC, NJ, NV, NY, OR, PA, SC, TX, and VA.

Ric Pinola* is securities licensed in CA, CT, DE, DC, FL,  GA, MD, NJ, NY, PA and VA.. He is Life Insurance licensed in CT, NJ and PA.

Judy Nigro is Life and Health Insurance licensed in PA.

*Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Firm disclosure information available at www.LFG.com.     Lincoln Financial Network is a marketing name for Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC.  Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.  CRN:  200910-2035565.