Retirement Savings Calculator

This calculator will help you estimate your annual retirement income, the total savings you’ll need at retirement, the value of your current savings when you retire and if you’ll need additional savings to meet your retirement goals.

Current Salary ($)
Annual Inflation Rate %
Years to Retirement
Desired Replacement Income Percentage %
Marital Status
Married Single
Include Social Security Payments?
Yes No
Pension Income ($)
Current Savings ($)
After-tax Rate of Return (before retirement) %
After-tax Rate of Return (after retirement) %

Your Annual Income Retirement Gap

Salary at Retirement
Annual Income Required at Retirement
Annual Social Security Payments
Annual Pension Income
Annual Retirement Income Gap
Total Savings Needed at Retirement
Value of Your Current Savings at Retirement
Savings Gap
Monthly Investment Needed to Bridge the Gap

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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Disclosure

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. The Koptis Organization is independently owned and operated. The Koptis Organization is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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The Koptis Organization

30432 Euclid Avenue, #201
Wickliffe, OH 44092
Phone: 440.526.2525
Fax: .440.526.4328