Retirement Savings Calculator Worksheet

This worksheet provides you with an ESTIMATE of the percentage of your gross income that you'll need to save each year to meet your retirement income goals. Because the Worksheet uses many assumptions, you should recalculate your ESTIMATE annually. For more complete and precise projections, consult a tax advisor or financial planner.


Current age:
Assumed retirement age:
Assumed rate of inflation: details
Assumed after-tax rate of return on investments prior to retirement:
Current total gross annual income (pre-tax, from all sources):
Percentage of income at retirement needed to maintain standard of living: help
Annual pension income at retirement in current dollars :help
Annual Social Security income at retirement in current dollars: help
Current amount of retirement savings: help

 

 

 
 
Locations:
Main Office: 2522 4th Avenue North
Westend:  32nd & King Avenue West
Heights: 760 Wicks Lane
Mail to:
P.O. Box 1779
Billings, MT  59103-1779
1-800-331-5470  or (406) 248-1127

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