VyStar Investment Services

76 S Laura Street
Jacksonville, FL 32202
904-908-2495
vismarketing@vystarcu.org
www.vystarinvestmentservices.com
 
 




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.)


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*Include both taxable and tax-exempt holdings

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

*If selected, will also adjust Social Security benefit

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

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*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.

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

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


Securities and Advisory Services are offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  The investment products sold through LPL Financial are not VyStar Credit Union deposits and are not NCUA insured.  These products are not obligations of VyStar Credit Union and are not endorsed, recommended or guaranteed by VyStar Credit Union or any government agency.  The  value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible.  VyStar Credit Union and VyStar Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.   All performance referenced is historical and is no guarantee of future results.  All indices are un-managed and may not be invested into directly.   The information provided is not intended to be a substitute for specific individualized tax planning or legal advice.   We suggest that you consult with a qualified tax or legal advisor.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., and affiliate of LPL Financial. 

This communication is strictly intended for individuals residing in the state(s) of FL. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025.