Retirement Calculator

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Question 1 of 8

1. What is your desired retirement age?

55 60 65 Other (specify age)

Specify retirement age

Question 2 of 8

2. What is your current retirement savings?

$0 – $50,000 $50,001 – $100,000 $100,001 – $500,000 $500,001+ Other (specify amount)

Specify current retirement savings

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Question 3 of 8

3. What is your estimated monthly income during retirement?

$3,000 $5,000 $10,000 Other (specify amount)

Specify estimated monthly income during retirement

Question 4 of 8

4. What is your estimated monthly retirement expense?

$1,000 $3,000 $5,000 $10,000 Other (specify amount)

Specify estimated monthly retirement expenses

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Question 5 of 8

5. How much do you expect to spend annually on living expenses in retirement?

$1,000 – $5,000 $5,001 – $10,000 $10,001 – $50,000 $50,001 – $100,000+ Other (specify amount)

Specify amount expect to spend annually on living expenses in retirement

Question 6 of 8

6. Would you like assistance in creating a retirement investment plan?

Yes No

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Question 7 of 8

7. Do you expect additional income sources in retirement (e.g., Social Security, Pension)?

Yes No

If Yes - Please specify

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Contact Details

Full Name

Email ID

Contact Details

Phone Number

Location

Contact Details

Preferred method of contact

Email Phone

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