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?

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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?

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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)?

%
 
   
   
MATSON FINANCIAL ADVISORS, INC
4 Mountain View Terrace
Suite 104 at East Ridge		 • Danbury, CT • 06810-4145
Phone: 203-743-0131 • Fax: 203-743-4086
• michael@matsonfinancialadvisors.com

Matson Financial Advisors, founded by Michael Matson and located in Danbury, CT is a Bloomberg Wealth Manager Top Advisory Firm.  The firm offers comprehensive financial advice, including retirement planning, investment, wealth and fee-based portfolio management.  Matson Financial Advisors provides competitive corporate group health, disability, dental, long-term care and life insurance programs.  We work with individuals and companies in Fairfield County, including the greater Danbury area (Bethel, Brookfield, New Milford, Newtown, Redding, Ridgefield).  We also maintain relations with clients worldwide.

Securities offered through registered representatives of Walnut Street Securities, Inc (WSS).  Member FINRA/SIPC.  Investment advisory services and financial planning offered through investment advisor representatives and financial planners of Matson Financial Advisors, Inc., a registered investment advisor. 

Matson Financial Advisors, Inc is not an affiliate of WSS.

Matson Financial Advisors has representatives licensed to sell securities in the following states: AZ, CA, CT, FL, IL, MA, ME, NC, NJ, NV, NY, OK, PA, TN, TX, VA, VT, WA, WV and WY. L0112236031[exp0213]

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