CORNERSTONE PORTFOLIOS

Retirement Savings Calculator

Estimate what you may need to save each year (as a % of income) to help reach your retirement goal.

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Your Inputs

Adjust assumptions to see how results change.

Income & Savings

Your current age Current annual income ($)

Spouse's annual income (if applicable) ($) Current retirement savings balance ($)

Desired retirement age Number of years of retirement income

Assumptions

Expected inflation / salary increase (%) Income replacement at retirement (%)

Pre-retirement investment return (%) Post-retirement investment return (%)

Social Security

Include Social Security? Social Security override (MONTHLY, today's $)

If you leave the monthly override at $0, an internal estimate will be used.

Disclosure: This tool provides hypothetical estimates based on your inputs and standard financial math. It is not financial, legal, or tax advice and should not be the sole basis for decisions.

Source note: Custom-coded calculator for cpvalley.com using a CalcXML-style annual projection model (salary growth, annual compounding, inflation-adjusted withdrawals).

Your Results

Estimated savings target and retirement funding need.

Total amount needed at retirement (target)

$—

Projected value of current savings at retirement

$—

Additional amount needed

$—

Suggested savings (as % of income)

To potentially reach your goal

Save: —%

This year's estimated savings

$—

Per month (this year)

$—

Projection Bar Graph

Green bars show projected retirement balance. Navy bars show retirement income from the account (annual withdrawal).

Retirement Balance Retirement Income (Annual Withdrawal)

CORNERSTONE PORTFOLIOS

Retirement Savings Estimate

Date:

Website: cpvalley.com

Phone: 610-973-5334

Inputs Summary

Current age

Annual income (household)

Current savings

Retirement age

Years of income

Salary increase / inflation

Replacement

Pre-ret return

Post-ret return

Social Security (monthly)

Results