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)?

%
 
   
   
TriCapital Financial Group, Inc.
6000 Fairview Road Charlotte, NC 28210
Phone: 704.571.8778 Fax: 704.571.8779
rwhite@tricapitalgroup.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

Advisory services are offered through TriCapital Financial Group, Inc.

Registered Representatives of and securities offered through Financial Network Investment Corporation, member SIPC,


TriCapial Financial Group, Inc., is not affiliated with Financial Network

We are licensed to sell Insurance Products in the following states:
California, Missouri, New Mexico, North Carolina, Oregon, Texas.

We are registered to sell Securities in the following states:
Florida, Minnesota, North Carolina, New York, South Carolina, Virginia.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in CA,MO,NM,OR,TX.

We are registered to sell Securities in FL,IL,MN,NC,NY,SC,VA.

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