DION MONEY MANAGEMENT RETIREMENT CALCULATOR
 
This calculator will determine whether you're on track to being financially secure when you retire. It assumes that you will need 70% of your final salary to live comfortably. Just fill in the fields below and click the "calculate" button. If the results yield a shortfall then you need to either increase the years to retirement or increase your future annual investments. If the amount is positive, congratulations, you're on your way to being financially secure!
Enter your values in the boxes.
Years to
Retirement		     Retirement
Year
Years Until Planned Retirement    
  Present
Level		 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 Dion Money Management services, please contact us at info@dionmm.com.
 
*This form is confidential and all results are calculated on your computer.