Sphynx Retirement Readiness

Retirement Readiness Calcul
ator
Monday, March 13, 2023

Hi Tiny,

Thank you for completing the Template Retirement Savings Calculator! This analysis assumes an inflation rate of 3% and a growth rate of 6%.

If you have currently saved $ 350,000 and continue to save $ 10,000 each year over the next 20 years, you will have $ 1,490,353.33 saved on the first day of retirement.

If you have a 25-year retirement and draw an income of $ 144,488.90 each year during your retirement (adjusted for inflation), your retirement income will last years.

Based on your inputs and the above-mentioned assumptions, you are on track to meet your retirement goals. You are currently over your goal by $ 1,490,352.33.

Suggested Actions:

You're doing great! Stay the course and keep saving.


If you are ready to take the next step toward a fully-funded retirement, please schedule a consultation. I look forward to speaking with you soon!

First Name
Tiny
Last Name
Tim
What is your top priority regarding retirement?
Investment rate of return / savings growth
What do you need help with?
How much will I have when I retire?
How old are you?
45
At what age do you plan to retire?
65
What is your current annual income?
$ 100,000
What percentage of your income would you like to replace in retirement?
.80
How much do you save each year?
$ 10,000
How much do you currently have saved?
$ 350,000
Do you have a pension plan that you want to include?
No
Do you want to include Social Security benefits in your calculation?
No
Which best describes you?
I am ok with assuming a moderate amount of risk for a higher return.

YOUR RESULTS

57% Funded
Estimated Amount Needed At Retirement:$2,614,680.64
Estimated Amount You Will Have At Retirement: $1,490,353.33
Over Goal By:$1,490,352.33
Suggested Actions:

You're doing great! Stay the course and keep saving.

About this template
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Sphynx
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