Knowledge Center

Retirement Planning Calculator

Back to Calculators

The Retirement Planning Calculator is designed to help you determine the amount of monthly savings or lump sum investment that you need to achieve your retirement goals as well as how long your money will last over the retirement period you have chosen.

The Calculator calculates the monthly savings and or lump sum investment needed by using the following information you input:

Length of retirement
Annual retirement needs
Inflation rate
Growth rate
Number of years until retirement
Savings already accumulated

When you click on the calculate button, the Calculator will determine your projected retirement income as well as the monthly savings and or lump sum investment needed.

Total projected retirement income
Value of present savings at beginning of retirement
Total amount needed at beginning of retirement
Value of additional savings at beginning of retirement
Lump sum required today to meet goal
Monthly savings required to meet goal

Contact Us

Ready to get started? Have specific questions for our team?
Please Contact Us
 

UPCOMING EVENTS

Don't miss out on these seminars to learn more about preserving your wealth

- Read On...