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 10 percent)?

%

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

%
 
   
   
Cambridge Financial
6440 S. Wasatch Blvd.Suite 150 • Salt Lake City, UT • 84121
Phone: (801) 424-0020 (800) 207-5556 Toll Free • Fax: (801) 424-0030
• harker.martin@pmlmail.com

*Registered Representatives of, and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Adviser,  Member FINRA/SIPC. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company and does not offer tax or legal advice. 

The Cambridge Financial Center is not affiliated with HTK.   

6440 S. Wasatch Blvd.  Suite 150   Salt Lake City, UT  84121

Telephone (801) 424-0020

Toll Free (800) 207-5556

Fax (801) 424-0030

A2RB-0125-03

Privacy Policy