ARROW Financial Group
The Kent's Team
Kent E Bowman, CFP®, CIMA®
President & CIO
2075 West Big Beaver Road
Suite 420
Troy, MI 48084
248-918-4900
fax: 248-220-4970
KEBowman@ARROWfg.com
www.ARROWfg.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, insurance and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC Financial planning and additional advisory services offered through ARROW Investment Management, LLC. Insurance offered through ARROW Risk Management, LLC.  The ARROW Financial Group and related ARROW companies are not affiliated with Royal Alliance or registered as a broker-dealer.

Broadridge Investor Communication Solutions, Inc. 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 MI. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.