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?

%

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)?

%
 
   
   
Invest Financial
165 West Avenue • Crossville, TN • 38555
Phone: 931-707-2210
www.ccb-investmentservices.com

Registered representatives of INVEST Financial Corporation(INVEST), member FINRA, SIPC, a registered broker dealer is not affiliated with CCB Investment Services nor Cumberland County Bank.  Securities, advisory services and certain insurance products are offered through INVEST Financial Corporation, a Registered Securities Broker Dealer and Registered Investment Advisor, and its affiliated insurance agencies.  Products offered through INVEST and its affiliated insurance agencies and are:

NOT FDIC INSURED |  May lose value  |  No Bank Guarantee

 

 

 

Important Consumer Information: 

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer("BD") or investment advisor("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirments of, and are approved to do business by, the state; or (b)are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

 

INVEST FINANCIAL CORPORATION'S PRIVACY POLICY