|
Retirement Savings Calculator
The standard advice is that for each year in retirement you'll need about
70% to 80% of your inflation-adjusted pre-retirement gross income, or more accurately
70% to 80% of your pre-retirement expenses. It's okay to use these estimates
if retirement is a ways off. But if retirement is fast approaching, these one-size-fits-all
formulas may leave you short, especially with today's longer life expectancies
and more active retirement lifestyles. Either way, use this Retirement Savings
Calculator to help you make some projections.
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
Previous Step |
Next Step
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 financial institution.
|
|
|
©1997-2009 CUNA Mutual Group.
|
|
