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Retirement Plan Calculator
Retirement Plan Calculator
STEP 1 of 3
Investor's name
Please enter investor's name
Financial advisor's name
Please enter financial advisor's name
Company name
Please enter company name
Initial advice fee (excl. vat)
0.00%
0.25%
0.50%
0.75%
1.00%
1.25%
1.50%
1.75%
2.00%
2.25%
2.50%
2.75%
3.00%
Please enter initial advice fee
Annual advice fee (excl. vat)
0.00%
0.25%
0.50%
0.75%
1.00%
Please enter annual advice fee
STEP 2 of 3
Date of birth (dd/mm/yyyy)
Please enter date of birth
Desired monthly retirement income in today's money
Please enter desired monthly retirement
Current retirement savings
Please enter current retirement savings
Current monthly retirement contribution
Please enter current monthly retirement contribution
STEP 3 of 3
Annual increase in monthly retirement contribution
0%
5%
10%
15%
20%
Please enter annual increase in monthly retirement contribution
Choose inflation rate
0%
1%
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4%
5%
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10%
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12%
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15%
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18%
19%
20%
Please choose inflation rate
Choose expected annual return
0%
1%
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9%
10%
11%
12%
13%
14%
15%
16%
17%
18%
19%
20%
Please choose expected annual return
Choose expected retirement age
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<
Please choose expected retirement age
Indicate life expectancy (in years)
Years
Please indicate life expectancy