Retirement income calculator

1
Basic Information & Estimated Income
2
Existing Income Producing Assets
3
New Income Producing Assets
4
Results

Basic information

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%

$

$

Surplus Monthly Income Today For Reinvestment$0

Estimated monthly retirement income

$

$

$

Existing Income Producing Assets

Investments

The value of all your other investments, apart from the values listed below.

$

The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.

%

The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.

%

$

$

Trading Account Equity

The equity in your trading account.

$

The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.

%

The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.

%

$

$

Business Equity

The valuation of all your businesses.

$

The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.

%

The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.

%

$

$

Life Insurance Equity

The cash-in value of any life insurance plans you hold.

$

The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.

%

The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.

%

$

$

Cash

The amount of money in cash you have in your possesion.

$

The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.

%

The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.

%

$

$

Investment income producing assets

Projected Increase in Investment Portfolio Value

%

%

$

$

Your retirement income

Total Income
$0
Surplus/Shortfall
$0

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