Innovative Financial Services, Inc. Madison, WI 608.278.9189 -

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Retirement Savings Calculator

Retirement Needs

Enter age at the end of current year (#)

Enter the age you plan to retire at (#)

Enter life expectancy (#)

Desired annual retirement income ($)

Desired annual retirement income ($)Everyyears of retirement, reduce our income need by (%)

Desired estate ($)

Enter the expected average annual rate of inflation (%)

Retirement Funding

Enter the amount of your current retirement savings ($)

Enter the amount of your current monthly contributions ($)

Age to stop contributions ($)

Enter the Annual Interest Rate you expect to earn (%)

Enter combined Federal & State Tax Rate during retirement (%)

Post-Retirement Income (Pension, SS, Wages, etc.)

($)

%

Starting

Start & Stop Ages for Retirement Income #1 ($)

to

($)

Annual COL Adjustment %

Starting

Start & Stop Ages for Retirement Income #2 ($)

($)

Annual COL Adjustment %

Starting

Start & Stop Ages for Retirement Income #3 ($)

to

One-Time Benefits

Age to Apply One-Time Benefit #1 (#)

Age to Apply One-Time Benefit #2 (#)

Age to Apply One-Time Benefit #3 (#)

Age to Apply One-Time Benefit #4 (#)