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)?

%
 
   
   
Omega Financial Group
37 West 7th Street, Suite 401 • Cincinnati, OH • 45202-2414
Phone: 513-241-6325 • Fax: 513-357-4293
• tgraner@htk.com gkoumoutsos@htk.com jmchugh@htk.com

*Registered Representatives of, and Securities and Investment Advisory services offered through Hornor Townsend & Kent,Inc, (HTK), Registered Investment Adivsor, Member FINRA/SIPC. 36 East Seventh Street, Suite 1620 Cincinnati, OH 45202-4461. (513) 369-0505.  Omega Financial Group is independent of HTK.  HTK is a wholly owned subsidiary of the Penn Mutual Life Insurance Company.

Our representatives are insurance and securities licensed in Ohio (OH) and Kentucky (KY), as well as many additional states.  For complete licensing information, please go to our Licensing page.  This is not an offer or solicitation in any state where not properly licensed or registered.

A2RB-0206-03

Privacy Policy