Retirement Plan Calculator
This calculator provides a good first step to determine your retirement readiness. Once you have entered your data in the top portion, the investment returns, inflation and Social Security variables allow you to try various assumptions to see how your projection changes.
Several factors can affect the accuracy of this plan beyond rates of return and inflation. Probably the most difficult factors to determine is the amount of money you will need in retirement. For instance, if your mortgage will be paid off once you retire that can bring your Income required down significantly. Most people also find that their taxes are much lower in retirement if they have properly structured their retirement income.
If you would like to take your retirement planning beyond the rough-draft phase, fill out the form or call 303-694-1600.
To discuss your retirement plan please call our main office at 303-694-1600 or you can request a Discovery Session through an online form.
UPCOMING FINANCIAL PLANNING WORKSHOPS and classes
Social Security & Medicare classES
October 29 and November 2