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 12 percent)?

%

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

%
 
   
   
Optima Asset Management, LLC - Financial Advisor Asset Management Retirement Planning - Hillsborough Chapel Hill Raleigh NC New Jersey
109 Millstone Drive
Suite R
 • Hillsborough, NC • 27278
Phone: (919) 933-9019 • Fax: (919) 640-8676
www.optimaasset.net • diane@optimaasset.net

Diane T. McIntee is a registered representative registered to transact business with clients in NC, NJ, and PA.  Diane T. McIntee is advisory licensed in the following states: GA, NC, NJ, PA, RI, and NY. Diane T. McIntee is also an insurance agent licensed in NC, NJ, PA, and RI.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value 

Optima Asset Management, LLC is not a registered broker/dealer or independent investment advisory firm.

Approach to Wealth Management | Eight Wealth Managment Issues | Products & Services | Your Advisor | Featured Links | Professional Money Management