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Back to section 4, step 4 of the workbook Retirement Savings Calculator

Retirement Information

Please note: we are providing this abbreviated retirement planning calculator as a good way for you to start planning your retirement. The calculator provides only a rough estimate of your retirement needs, and the results are not intended to be an accurate analysis of your specific needs. The results are hypothetical, and are not intended to offer investment, tax, accounting, legal, financial planning, or estate planning advice.

It will be easier to complete the calculator if you have the following handy:

  • Your last paycheck stub
  • Your most recent employer-sponsored retirement plan statements
  • Your most recent retirement investment statements
  • Last year's tax return
  • Your list of current income and expenses
  • Your Social Security retirement benefit estimate from the Social Security Administration (www.ssa.gov)

 Your Age:    years
 Partner's Age:
Clear if you have no partner. 		   years
 Number of Years until Retirement:
(For both you and your partner, if applicable1) 		   years
 Your Annual Gross Income:
(before taxes) 		 $
 Partner's Annual Gross Income:
(before taxes) 		 $

Note: you may proceed directly to the Summary Screen if you prefer to enter all the information on one page.

1This calculator can only handle calculations that assume that both you and your partner retire at the same time.

Data is currently saved for 1 hour(s).

Heritage Federal Credit Union 8266 Bell Oaks Dr Newburgh, IN 47630
Mailing address: P.O. Box 189 Newburgh, IN 47629

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the credit union.

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