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
Categories
Details
80 Clone
Created by
Sphynx
Related templates
Cleaning Proposal Template - PDF Templates

Cleaning Proposal Template

Use this cleaning proposal template to make a great first impression with potential clients.

Go to Category:E-SignGo to Category:Services
Grant Proposal - PDF Templates

Grant Proposal

Create a custom grand proposal in seconds. Easy to share and collect e-signatures. Works on any device. Drag and drop to customize. Streamline your workflow.

Go to Category:E-SignGo to Category:Proposal
Mobile App Development Proposal Template - PDF Templates

Mobile App Development Proposal Template

Create a proposal to send to your mobile app development team. Works on desktop, tablet, and mobile devices. Drag and drop to customize. No coding knowledge needed.

Go to Category:E-SignGo to Category:Information Technology
Free Business Proposal Template - PDF Templates

Free Business Proposal Template

Seeking new investors or clients? Use Jotform’s free business proposal template here to highlight the potential, ideas, and benefits of your business.

Go to Category:E-SignGo to Category:Proposal
Consulting Proposal Template - PDF Templates

Consulting Proposal Template

The Consulting Proposal Template is a detailed document that outlines the scope, objectives, and costs of a consulting project

Go to Category:E-SignGo to Category:Proposal
Free Project Proposal Template - PDF Templates

Free Project Proposal Template

Need to write a project proposal? Get started with one of Jotform’s free project proposal templates here to save time and effort.

Go to Category:E-SignGo to Category:Proposal

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.