Wealth creation & Retirement Calculator

50 %
50 %
Information about Wealth creation & Retirement Calculator

Published on August 13, 2013

Author: oconnellsobm

Source: slideshare.net

Description

Are you looking to retire in the near future? Access our Wealth Creation and Retirement Calculator here.

Wealth Creation Program / Retirement Income Calculator KEY Enter data here O'CONNELLS OBM Formula no go area COMPANY DATE (DD MMM YY) Rough calculations of annual income required to generate required net wealth in retirement Required income in retirement 100,000$ 100,000 100,000 Years to retirement 10 10 10 Retirement earnings rate on capital 4% 5% 6% Capital required (in addition to family home) 2,500,000 2,000,000 1,666,667 Family home value (in retirement) 800,000$ 800,000 800,000 Total retirement capital required 3,300,000 2,800,000 2,466,667 Current net worth including family home 1,500,000 1,500,000 1,500,000 Value of inheritances/other wealth accretions + + Additional wealth to accumulate (in today's dollar terms) 1,800,000$ 1,300,000 966,667 Average annual savings required 180,000 130,000 96,667 Chart data Net Worth DATE (DD MMM YY)#VALUE! #VALUE! #VALUE! #VALUE! Actual 1,500,000 Target 1,500,000 1,680,000 1,860,000 2,040,000 2,220,000 Selected average annual savings 180,000 Notes The above analysis is not prepared on a "discounted cash flow" nor "future value" basis. No attempt has been made to deal with the impact of inflation. In essence the analysis is based on "today's dollar" terms and simply divides the additional wealth required by the selected timeframe. The additional wealth to accumulate depends on the assumption about a maintainable earnings rate. No allowance has been made for "spending" capital to provide the required income in retirement. i.e. the assumption is that the aim is to maintian the real value of capital. This downloadable tool/calculator/information does not give business, accounting, taxation, investment or financial planning advice. It is intended to provide information in a summary form and is general in nature. The contents do not constitute business, accounting, taxation, investment or financial planning advice and should not be relied upon as such. Formal business, accounting, taxation, investment or financial planning advice should be sought in particular matters.

Add a comment

Related presentations

Related pages

Wealth Creation Calculator @ Birla Sun Life Insurance

Calculate the value of your dream and the amount required to save for achieving them with Wealth Creation Calculator by Birla Sun Life, one of the leading ...
Read more

Wealth Creation : Retirement Plan Calculator - YouTube

Visit http://vitalygeyman.com/ for more information on the Wealth Creation : Retirement Plan Calculator. In this video we explore a tool called ...
Read more

SBI MF - Your Road to Wealth Creation

Retirement Calculator; ... So you want to know the rules of wealth building? ... and hence you must set your own wealth-creation plan, ...
Read more

Reliance Retirement Fund - Wealth Creation Scheme

Reliance Retirement Fund - Wealth Creation Scheme would identify companies for investment, based on the following criteria amongst others: Sound Management
Read more

Wealth Creation - Channel

Advice from outside financial experts to help Kiplinger readers protect and build wealth through saving, investing, retirement planning and tax planning
Read more

Tools : Retirement Plan Calculator - Trade Net Wealth

Trade Net wealth visualizes to be the Best- In the eyes of our ... We stand out as a religion with passion for wealth creation. Retirement Plan Calculator .
Read more

Whytes Wealth Creation Specialists - Calculators

Calculators. Below is a ... Credit card calculator; Multi-loan calculator; Retirement. ... Financial Services Pty Ltd ACN 104 004 515 T/A Whytes Wealth ...
Read more

SNP Wealth Management | Your Personal Finance Partner

SNP Wealth Management ... Wealth Creation. Retirement Planning. Mutual Fund. SIP. ... Retirement Calculator . Goal Planner (Excel Utility)
Read more

SIP WEALTH CREATION - fundzbazar.com

Plan your Systematic Investment in SIP to build your wealth for future, FundzBazar provides SIP Calculator to get online estimation of money.
Read more

Investments and Wealth Management Calculators | U.S. Bank

Investments and Wealth Management Calculators. Estimate how much you may need to save for your unique goals, using these financial calculators.
Read more