Charles R. Green & Associates, Inc.

1612 Summit Avenue Suite 350
Fort Worth, TX 76102
817-348-8700
invest@charlesrgreen.com
www.charlesrgreen.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.



IMPORTANT DISCLOSURES

Securities and investment advisory services offered through SagePoint Financial Services, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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 message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.  If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.


This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, FL, GA, KS, KY, LA, MA, MI, MN, MS, MO, NV, NC, OH, OK, SC, TN, TX, VT and WA. No offers may be made or accepted from any resident outside the specific states referenced.

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