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 10 percent)?

%

9. What after-tax return do you expect on your investments during retirement (0 to 10 percent)?

%
 
   
   
David S. Lopez Financial Advisor - Royal Alliance
30110 Crown Valley Parkway Suite 208 • Laguna Niguel, CA • 92677
Phone: 949-542-3316 • Fax: 949-613-7358
• davidlopez@royalaa.com

David S Lopez is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Oregon, Montana, Washington, Nevada, Arizona, Hawaii, Michigan, Colorado and New York.  No offers may be made or accepted from any resident outside the specific states referenced.  David S. Lopez  is also separately registered as an investment advisor representative under WealthCare Alliance, a registered investment advisor, not affiliated with Royal Alliance Associates Inc., offering advisory services in the state of California and Oregon. As such, these services are strictly intended for individuals residing in Calfirornia and Oregon. Advisory services also offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.