Planning toolTony Jones Financial

Are you on track for the retirement income you want?

Project your savings against the income you want, with growth and inflation assumptions you set yourself. It's a directional read on where you stand — not a promise of any outcome.

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Educational only. Not tax or legal advice. See Disclosures.

Current age40 yrs

Target retirement age65 yrs

Current retirement savings$100,000

Annual contributions$12,000

Desired annual income (today's $)$60,000

Other income (Social Security, pension)$20,000

Years in retirement25 yrs

Growth before retirementyour assumption6.0%

Growth during retirementyour assumption5.0%

Inflationyour assumption2.5%

Hypothetical illustration — educational only

Projected gap of $288,327

Any illustration or projection shown is hypothetical, is based on assumptions that are not guaranteed, and is intended solely to demonstrate how a concept may work — not to predict or guarantee actual results. Non-guaranteed values are not guaranteed and will vary. Actual results depend on the specific product, carrier, assumptions, and your circumstances. This is not an offer, a quote, or a recommendation to purchase any product.

This calculator is provided for educational and illustrative purposes only. It uses simplified assumptions, does not reflect any specific product, carrier, or your complete financial situation, and its output is not advice, a quote, an application, or a guarantee. Consult a licensed professional before making any decision.

This material is for general educational purposes only and does not constitute tax, legal, or accounting advice. Neither Tony Jones nor AnteAmbulo LD provides tax or legal advice. Please consult your own independent tax, legal, and financial professionals regarding your specific situation before making any decision.

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Educational only. Not tax or legal advice. See Disclosures.