HOW MUCH YOU WILL NEED AT RETIREMENT

Based Upon

BUDGET, RETURNS, ACTUARIAL LIFETIME, INFLATION



Budget at Retirement Investment Return During Retirement (After tax) Inflation Actuarial Lifetime Assets Needed
$60,000 4% 4% 20 years 1,200,000
6% 4 20 988,000
8% 4 20 826,000
8% 3.5 20 790,000
8 3.5 25 903,000
7 3 25 948,000
$50,000 4% 4% 20 years 1,000,000
6% 4 20 823,000
8% 4 20 689,000
8% 3.5 20 659,000
8 3.5 25 753,000
7 3 25 790,000
$40,000 4% 4% 20 years 800,000
6% 4 20 658,000
8% 4 20 551,000
8% 3.5 20 527,000
8 3.5 25 602,000
7 3 25 632,000
$30,000 4% 4% 20 years 600,000
6% 4 20 494,000
8% 4 20 413,000
8% 3.5 20 395,000
8 3.5 25 452,000
7 3 25 474,000