Calculating Retirement Income

What you’ll need to have handy:

  1. Total current balance in your retirement accounts
  2. The amount you contribute each year
  3. Your current age
  4. Age you intend to retire
  5. Your current rate of return
  6. Rate of return you expect during retirement
  7. Current tax rate
  8. Projected tax rate during retirement
  9. How many years you expect to live beyond retirement

Once you have gathered all your information, it’s fast and easy to calculate a savings plan.

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