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?

%

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)?

%
 
   
   
www.carlrogers.com
5821 Fairview Rd Suite 208 • Charlotte, NC • 28209
Phone: (704) 494-7070 • Fax: (704) 405-9946
• cerogers@aicinvest.com

Carl E. Rogers, Jr. is insurance-licensed in NC, SC, FL and VA and is an Investment Advisory Representative. Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC), member FINRA, SIPC.  Rogers and Associates and AIC are not affiliated.  Additional products and services may be available through Rogers and Associates that are not offered through AIC.  Securities products are limited to residents of NC & SC.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus form your Registered Representative.  Read it carefully before you invest or send money.  A Representative from Rogers and Associates will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.