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)?

%
 
   
   
Midwest Heritage Financial Services
3580 EP True Parkway, Suite 100 • West Des Moines, IA • 50265
Phone: (800) 766-5162
(515) 2-INVEST (246-8378)		 • Fax: (515) 278-6536
• MWatters@MHBankFS.com

Individual Solutions

- Investment, Insurance, and Retirement Planning -

- Tax and Estate Planning Strategies -

- College Funding -

- Charitable Giving -

- Wealth Transfer -

- Legacy Protection -

- Low Cost Term Insurance -

- Disability Insurance -

- Long Term Care -

- Medicare Supplements, Advantage & Part D Plans -

- Annuities and Income Planning -

 

Business Solutions

- 401(k) and Pension Implementation -

- Group Life, Health, Disability, and Long Term Care Insurance -

- Business Succession Planning -

- Key-Man Insurance -

- Buy/Sell Agreements -

- Executive Benefits -

 

Securities offered through Securities America, Inc., Member FINRA/SIPC, and advisory services offered through Securities America Advisors, Inc. Midwest Heritage Financial Services and the Securities America companies are independent entities.

Licensed to offer securities products in IA, AZ, CA, FL, IL, MN, MO, NE, OH, SD, & TX

Licensed to offer insurance products in IA, AZ, CO, FL, IL, KS, MN, MO, NE, OH, SD, TX & WI

Advisory licensed in IA

NOT FDIC INSURED * MAY LOSE VALUE * NO BANK GUARANTEE