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 10 percent)?

%

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

%
 
   
   
Tax Management Services, Inc.
828 Cherry Street • Green Bay, WI • 54301
Phone: 920.432.1985 • Fax: 920.432.0120
• info@TMSmoney.com

Tax Management Services, Inc.   •   TMSmoney.com

828 Cherry Street, Green Bay, WI 54301  •  920.432.1985

566 Red Bird Circle, De Pere, WI 54115  •  920.632.4375

Financial Planning • Tax Planning • Small Business Accounting • Home Mortgages • Individual & Group Life, Health, Disability, Medicare
Proud Partners of GBEA, UNE, Bayland Educators

IMPORTANT CONSUMER INFORMATION

 

 This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

 Ø Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. 
Ø Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
 
We are registered to offer securities in the following states: FL, IA, MI, MN, OK, WI

  Securities and advisory services offered through SII Investments, Inc.®
member FINRA/SIPC and a Registered Investment Advisor. Tax Management Services, Inc. and SII are separate companies. SII does not provide tax or legal advice.

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