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)?

%
 
   
   
Jacobs Financial Management, Llc
1016 Dulaney Valley Road • Towson, MD • 21204
Phone: 410.825.3322 • Fax: 410.825.3325
• jjacobs@jfmllc.com

Jacobs Financial Management, LLC is a Registered Investment Advisor in the state of Maryland. Securities Offered through 1st Global Capital Corp., Member FINRA, SIPC. Securities Licensed in the states of Maryland, Alabama, California, Washington, DC, Florida, Georgia, Massachusetts, New Jersey,  Ohio, Pennsylvania and Virginia.  This is not an offer to sell securities in any other state or jurisdiction.

Jacobs Financial Management, LLC is not affiliated with 1st Global Capital Corp.

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