Retirement Calculator

This calculator was designed to be used for a quick and simple calculation of the retirement funds needed. It provides the amount the client will achieve as a lump sum and as an income. It also shows the amount of savings needed to reach the clients goal. A thermometer is contained on the report to illustrate the percentage of the goal that will be attained. For a more thorough or detailed calculation including government benefits and other pension plans, use the Funding Requirements for Retirement report in the Funding.xlt file.

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