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)?

%
 
   
   
LFCU Financial Services, Inc.
2340 Hollywood Way • Burbank, CA • 91510
Phone: (800) 553-3707 • Fax: (818) 565-2290

 

IMPORTANT: Brokerage Disclosures:

Registered Representatives of INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered Broker Dealer is not affiliated with LFCU Brokerage & Insurance Services.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or

offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may

only conduct business in a state if the representatives and the BD or IA they

represent (a) satisfy the qualification requirements of, and are approved to do

business by, the state; or (b) are excluded or exempted from the state's licensure

requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the

extent that they provide individualized responses to investor inquiries that

involve (a) effecting, or attempting to effect, transactions in securities; or (b)

rendering personalized investment advice for compensation.

 

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

Products offered are: • NOT A DEPOSIT • NOT FDIC OR NCUSIF INSURED • NOT GUARANTEED BY LFCU • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE