Retirement Planning
Results
This scenario may help you understand how much you'll need to save for retirement based on your inputs.
Average
$993,265
80% Rule
Without Social Security:
$1,229,796
With Social Security:
$737,878
10x Salary Rule
Without Social Security:
$1,000,000
With Social Security:
$600,000
25x Expenses
Without Social Security:
$750,000
With Social Security:
$450,000
Retirement Savings Comparison
Related Content
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.