Certified Wealth Management & Investment
Princeton Forrestal Village
Kurtis Baker, CFP®, AIF®
Retirement Planning Advisor
116 Village Blvd.
Suite 200
Princeton, NJ 08540
609-716-4700
kbaker@cwmi.us
www.cwmi.us
 
 




Retirement Income Calculator
Retirement Income Calculator

This calculator estimates how long your retirement savings will last based on your forecast of retirement expenses and income.

This calculator is intended for use by those who are in or approaching retirement.

Enter data in the fields below and click the Calculate button to analyze your retirement income. (Note: All dollar entries are annual amounts except Social Security, which is monthly.)


$

*Include both taxable and tax-exempt holdings

$

*This is an estimate of your annual income needs during retirement

*If selected, will also adjust Social Security benefit

$

*Part-time employment, spouse's wages, etc.

%
$

*If you're not in pay status you can obtain an estimate of your future Social Security benefit by going to http://www.ssa.gov/OACT/quickcalc/index.html.

$

*Annuities, pensions, etc. Do not include RMDs if the IRA or employer plan balance is included in "savings at retirement"

$

*Inheritance, proceeds from sale of business or property, etc.


IMPORTANT DISCLOSURES

Certified Wealth Management & Investment, LLC does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 
This communication is strictly intended for individuals residing in the state(s) of NJ. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2023.