Cost of Retirement  
Estimating how much income you will need in retirement — and determining whether your current program of savings and investments can provide that income — is a good start to developing a retirement plan. This calculator is designed to help you estimate how much income you may need in retirement and the savings necessary to produce that income.
     

1. What is your current age?

2. What is your household's current annual income?

$

3. How much do you currently have set aside for retirement?

$

4. What percentage annual raises do you expect?

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5. At what age do you expect to retire?

6. How many years do you expect to spend retired?

7. What percentage of your pre-retirement income do you expect to need during retirement?

%

8. What after-tax return do you expect on your investments between now and retirement (0 to 10 percent)?

%

9. What after-tax return do you expect on your investments during retirement (0 to 10 percent)?

%
 
   
   
Union Financial, Inc.
W137 N5557 Williams Place • Menomonee Falls, WI • 53051
Phone: (888) 928-6466 - WI, MO Dan Buehrle (877) 805-0132 - MI, IN Mark Ohlmann (414) 510-5128 - IL, IN Ben Trevino • Fax: (262) 703-3580
• dan.buehrle@ufinc.net

The Financial Professionals of Union Financial, Inc. are licensed in a number of states (see individual associate webpages) to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and are securities registered in a number of states (see individual associate webpages).

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: The Financial Professionals of Union Financial, Inc. may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Union Financial, Inc. that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator.

Insurance issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, the companies available through the Preferred Product Network, Inc., and/or other fine carriers.  Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC.  Principal National, Principal Life, the Preferred Product Network, and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392.  Union Financial, Inc. and Bridge VEBA, Inc. are not affiliates of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

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