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)?

%
 
   
   
Jody R. Nunez
2377 Gold Meadow Way, Suite 100 • Gold River, CA • 95670
Phone: (916) 631-1580 • Fax: (916) 244-0382
• jnunez@aicinvest.com

*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 from your registered representative. Read it carefully before you invest or send money. Insurance and securities products are limited to residents of California.

An associate from Cornerstone Financial Partners will contact you to provide you with requested information.

**Securities and investment advisory services offered through Ameritas Investment Corp. (AIC), Member FINRA, SIPC.  5900 O St. Lincoln, NE 68510, (402) 467-6900.   Representatives of AIC do not provide tax or legal advice. Please consult your attorney or tax advisor regarding your situation.  AIC and Cornerstone Financial Partners are not affiliated.
California Insurance Number 0765341