Retirement Calculator Tips
Investments at the top menu and Investment Return on the left menu. The funds are listed first.
You can tab over to see the model returns. You can see your account balance and investment
election information on the respective spots on this menu as well.
15.
Return after retirement‐You may wish to move your balance to a more conservative approach
during retirement. If that is your choice, look at the fund performance for the 10 year returns for
the desired fund(s) or model(s) as a guide for your return after retirement.
16.
Inflation‐Historically, inflation has been around 3%.
17.
Click Calculate.
The resultant screen will show you your projected retirement income in total, from social security and
from your retirement plan. You will receive projected savings amounts needed and if you are projected
to be above or below your goal at retirement. You can see a chart at the bottom of year by year
adjustments based upon the inputs you have entered. You can go back, change and recalculate as many
times as you like to see how changes affect the results.
For questions, please contact:
ML&R Wealth Management
(512) 370‐3296
Retiremen[email protected]c.com
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