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How Much Will You Need?
Current Age
Age at Retirement
Years to Retirement
Expected Length of Retirement (Years, 50-Year Max)
Current Income
Percentage of Current Income Desired During Retirement
Income Desired at Retirement (today's dollars)
Expected Inflation Rate Before Retirement
Expected Inflation Rate During Retirement
Actual Amount Needed the First Year of Retirement
Expected Return on Assets During Retirement
Total Income Desired During Retirement*
Desired Assets to Leave Relatives/Charity
Lump Sum Needed at Beginning of Retirement
Lump Sum Needed NOW to Meet Retirement Goals
How Much do Currently Have Saved?
What is Your Expected Rate of Return on Savings?
Expected Value of Current Savings at Retirement
Expected Surplus/(Shortfall)
Additional Lump Sum Needed NOW to Meet Goal
Approximate Annual Savings Needed to Meet Goal
Approximate Monthly Savings Needed to Meet Goal
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PV of
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Need
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