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% 2% 3% 4% 5% 6% 7% 8% 9% 10% 11% 12% 13% 14% 15% 16% 17% 18% 19% 20%

Please choose inflation rate

Choose expected annual return		0% 1% 2% 3% 4% 5% 6% 7% 8% 9% 10% 11% 12% 13% 14% 15% 16% 17% 18% 19% 20%

Please choose expected annual return

Choose expected retirement age		50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 <

Please choose expected retirement age

Indicate life expectancy (in years)		Years

Please indicate life expectancy