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 12 percent)?

%

9. What after-tax return do you expect on your investments during retirement (0 to 12 percent)?

%
 
   
   
Wm Sunderland, CPA, PC
4243 NE Lakewood Way,
Suite 101
 • Lee's Summit, MO • 64064-1994
Phone: (816) 350-9800 • Fax: 816.795.8805
www.wmsunderlandcpa.com • info@wmsunderlandcpa.com

4243 NE Lakewood Way Suite 101, Lees Summit, MO 64064
Phone: 816-350-9800   Fax: 816-795-8805   Email: info@wmsunderlandcpa.com

William Sunderland is a registered representative registered to transact business with clients in Arkansas, California, Colorado, Kansas, Missouri, North Carolina, and Ohio. William Sunderland is also an Investment Advisor Representative licensed in Kansas and Missouri. William Sunderland is also an insurance agent licensed in Kansas and Missouri. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC Advisory Services offered through H.D. Vest Advisory ServicesSM, , non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency.  Are not deposits of or guaranteed by the bank or any bank affiliate.  May lose Value.

WM Sunderland, CPA, PC is not a registered broker/dealer or independent investment advisory firm.