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In TODAY's Dollars
How to Solve the Problem? For most people the solution means saving more. The hard reality is that you need to change either your expectations about what retirement will be like or your current saving rate. See what it takes to erase the red by toggling the Savings Rate slider below.
Take me to my Retirement Account and change my Contributions.

Use This Worksheet to Calculate Your Realistic Retirement Income Needs


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* Suggestions (2017)
Total Annual Expenses:
$50,000 $100,000 $250,000
Approximate Tax Rate:
15% 18% 25%
Medicare Part B:
$1,608 $2,250 $5,143





  • The Retirement Calculator is not a substitute for comprehensive financial planning from a qualified source, which we recommend.
  • The calculator assumes that all of a Participant's accumulated assets at retirement age will be consumed, with nothing left at the end of a 20-year 'decumulation' period.
  • There is nothing more important to successful investing than the relationship between "Risk" (volatility over time) and "Return". We recommend the following Risk versus Reward article as a starting point for understanding this critical relationship.

Office Locations

Jacksonville, FL
Boston, MA
Burlington, VT

Phone

Florida: 904-348-3131

Burlington: (802)-391-4700

Boston: 978-380-5185

Toll Free: 866-202-4646

Fax: 904-348-3136

 

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