Individual Consulting / / / / /
Retirement Planning
With respect to
retirement planning
- How much capital do you need at retirement…
- To live the way you want to live…
- For the rest of your life…
- Adjusted for inflation?
- And just how long do you believe you will live?
Our proprietary, quantitative planning tool allows you to better understand the capital required to meet your retirement goals and whether your current and future resources are sufficient
To Retire Comfortably...What is Your Number?
Yearly After-Tax Income Goal:
| $100,000 | $200,000 | $300,000 | |
|---|---|---|---|
|
Age |
Cash Needed at Age 65: |
||
|
40 |
$3,379,873 |
$6,759,746 |
$10,139,620 |
|
45 |
$2,987,315 |
$5,974,631 |
$8,961,946 |
|
50 |
$2,640,352 |
$5,280,703 |
$7,921,055 |
|
55 |
$2,333,686 |
$4,667,372 |
$7,001,058 |
|
60 |
$2,062,638 |
$4,125,277 |
$6,187,915 |
Based upon a 4% after tax and investment expense rate of return on invested capital; 2.5% inflation; 20-year retirement period
[Disclaimer] This is a hypothetical illustration of mathematical compounding and does not represent performance of any specific investment product or class of investments. Rate of return will vary over time, particularly for long term investments. The values shown do not reflect product fees, charges or taxes which would reduce returns if included. Actual results will vary
