Can You Afford to Retire? Complete the form below to determine if you are on track for your retirement.
Your current age is: ESTIMATED ANNUAL RETIREMENT NEEDS Current Expenditures (after tax) $ Adjustments: Deductions Mortgage Principal & Interest $ Reduction in living costs when children leave home $ Other $ Adjustments: Additions More Travel $ Second Home / Other $ Estimated Income Tax Rate at Retirement: % Assumed Inflation Rate: % Planned Retirement Age: To Determine the Income Producing Assets Required at Retirement Age:     Assume After Tax Investment Rate of (Enter 1-12): %     Assume Funds are Available Until Age: To Determine Value of Assets Currently Needed to Fund Future Retirement Needs:     Assume an After Tax Return of (Enter 1-12): % per year.

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