Calculating your retirement needs: To see if you're on track to meet your retirement goals or work out what action you need to take now to create the kind of income you want when you stop work answer the following questions and click on the retirement projection button. Calculating how to achieve a lump sum in the future: To work out what capital you can achieve over a particular term with current and future contributions complete the boxes on the 2nd calculator below and click on the calculate future value button. Calculating your retirement needs What is your current age? At what age do you plan to retire? What is your annual income need during retirement (in today's monetary terms)? What is the annual rate of inflation that you would like to assume for this calculation? % How much money do you wish to save annually? What is the total current value of your existing investments? What is your estimated rate of annual return on your investments? % Amount of additional annual income you expect to receive in retirement (e.g. Social Security, Pension)? What is the annual rate of increase you would like to assume on your additional income for this calculation? % Estimated Capital needed at Retirement Value of Current Assets at Retirement Retirement Capital Shortfall Annual Investment Required to Meet Shortfall

Calculating how to achieve a lump sum in the future Current savings Additional annual contributions Annual interest rate % Number of years Future value

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