JAS Financial Services, LLC
Joseph A Smith, CPA/ PFS, JD, AEPĀ®
Member
1603 Orrington Avenue
Suite 600
Evanston, IL 60201
847-328-8011
Fax 847-780-7920
joe@jasfinancialllc.com
https://jasfinancialllc.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.



The foregoing is provided for information purposes only.  It is not intended or designed to provide legal, accounting, tax, investment or other professional advice.  Such advice requires consideration of individual circumstances.  Before any action is taken based upon this information, it is essential that competent, individual, professional advice be obtained.  JAS Financial Services, LLC is not responsible for any modifications made to this material, or for the accuracy of information provided by other sources. 

This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.