Your Fee-Only
Mutual Fund Advisor


 

Robert J. McKenna, ChFC;
RJM Associates,
Registered Investment Advisor


RETIREMENT CALCULATOR FOR DOCTORS AND OTHER HIGH-WORTH INDIVIDUALS
Do you have enough savings, investments and portfolio growth to meet your retirement goals? I can provide very comprehensive guidelines, but use this simple calculator to find out the quick results. I assume you wil need about 70% of your current final salary to retire comfortably. Just fill in the yellow boxes (I have put in a few typical figures in some boxes, but you can change them) and hit the Calculate button. If the results are not sufficient, you will need to invest more or retire later. But if the results are positive, you are probably on track for a comfortable and financially secure retirement! (Note: these calculations are confidential and are done on your computer, not the Internet.)
  Years to Retirement   Retirement Year
Years Until Planned Retirement
  PresentLevel Expected
Salary Growth Rate

Projected Final Salary
Your Salary $ %
  Dollar Value Hypothetical
Rate of Return
Projected From
Existing
Existing Investments $ %
  % of Future Annual Salary Hypothetical
Rate of Return
Projected From
Annual
Future Annual Investments % %
     
Other Retirement Income (Annual pension, social security etc.) $    
       
Click the Calculate button and scroll down to view your results.  
Total Investments Needed at Retirement
Projected Value of Investments at Retirement
Annual Retirement Income from Savings
 
Shortfall or Surplus at the time of retirement
Adjust your "Future Annual Investments" and "Years to Retirement" to aim for a positive investment balance.
"Total Investments Needed at Retirement" is the amount required to sustain a retirement income at 70% of your final salary.
For more complete information about Doctors Investment Advisor and RJM Advisor, please contact us at RJM@RJMadvisor.com .
 
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