How Much Retirement Income May An IRA Provide Calculator

How much retirement income may an IRA provide?

Your retirement income can vary widely depending on what type of IRA holds your savings and what assumptions you make about return and tax rates during the accumulation and withdrawal periods. Use this calculator to help estimate your monthly and annual income from various IRA types.

Personal Information

Client Name

Advisor Name

Savings

Current age (1 to 120)

Age when income should start (1 to 120)

Number of years to receive income (1 to 120)

Your annual contribution ($)

Assumptions

Before-tax return on savings (accumulation phase) (-12% to 12%) help

Before-tax return on savings (distribution phase) (-12% to 12%) help

Income tax bracket (accumulation phase) (0% to 75%) help

Income tax bracket (distribution phase) (0% to 75%) help

Taxation of contribution options:
1) Deductible accounts fully funded, contributions to non-deductible accounts are reduced.
2) Full contribution made to non-deductible accounts, deductible accounts given a 'side-account' to reflect tax savings.

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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How Much Retirement Income May An IRA Provide Calculator