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Retirement Needs Worksheet
Proceed through the steps in this worksheet as you plan for a financially secure retirement. By doing the calculations, you will understand:
- The amount of money you will need to have saved by the time you retire.
- How your past and future savings are likely to grow. This involves four steps.
- Whether or not you are on track to meet your retirement goal.
The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.
© 2009 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
