How Much Will Your Retirement Savings REALLY Be Worth When You Retire?

  Directions:  Simply answer questions 1 - 8.

You

Your spouse

1

Current age?

2

Anticipated retirement age?

3

How many years will your retirement savings need to last subsequent to when you retire?

4

Projected rate of return on retirement savings prior to retiring

(we generally recommend using a rate of 12%)

5

Projected rate of return on retirement savings subsequent to retiring

(we generally recommend using a rate of 8%)

6

Projected annual rate of inflation between now and when you retire

(we generally recommend using a rate of 4% to 6%)

7

What is the current value of your existing retirement accounts?

401(k) & 403(b) accounts

Other employer sponsored plans & matching contributions

IRAs & Roth IRAs

SEPs, SIMPLES & Keogh plans

Other retirement accounts

Sub-total of your retirement accounts

8

How much is being added to your retirement accounts each year?

401(k) & 403(b) accounts

Other employer sponsored plans & matching contributions

IRAs & Roth IRAs

SEPs, SIMPLES & Keogh plans

Other retirement accounts

Sub-total of your annual retirement contributions

 

 

Projected Annual Income from Your Retirement Accounts(in today's dollars)

DISCLAIMER:

Your actual annual income from your retirement accounts may be considerably different from this calculation.

This calculation is only meant to give you an indication of where you will end up based on what you have saved
already and how much you are saving each year.

Any changes in the rate of return on your investments or the rate of inflation will significantly alter the
results of this calculation.

REPTaxes.com  800.471.0045  fax 800.547.3366  Email us at  cpa@REPTaxes.com