How much do you need to retire?

Please contact me immediately if you would like a more detailed analysis of your current situation and strategy alternatives. The conversation will be free of charge and require no obligation. 

These are all pretax dollar amounts and do not include any taxes you may owe.


***You may not be eligible for social security benefits until age 62, however this isn't reflected in the calculation.


**"What you may have" is based on the assumption that you will begin retirement by taking 4% from your investments starting the first year, then increasing that amount by 3% each year due to inflation. There is no guarantee that this withdrawal strategy will work and in large part depends on multiple factors that include, but are not limited to, the length of your retirement, your chosen investment strategy and investment performance over the life of the plan.


*"Today's Dollars" discounts future dollars by a 3% assumed inflation rate. This allows us to look at future dollars in today's terms given those assumptions.

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