Retirement Calculator

This calculator was designed to be used for a quick and simple calculation of the retirement funds needed. It provides the amount the client will achieve as a lump sum and as an income. It also shows the amount of savings needed to reach the clients goal. A thermometer is contained on the report to illustrate the percentage of the goal that will be attained. For a more thorough or detailed calculation including government benefits and other pension plans, use the Funding Requirements for Retirement report in the Funding.xlt file.

View Sample Report

Phone: 613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information: plan@money-software.com

Copyright © Money Minders Software                                                  Legal Info.