RWM Documents

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Retirement Nestegg Calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine how much to save and how much of a nest egg you’ll need to retire securely.

Personal Economic Recovery Calculator

Given recent economic events in the global capital markets, many investors are asking the question: How long will it take me to grow my portfolio back to the size it was? Recovering from a devastating investment loss takes both time and very often new contributions. Even a very large investment loss can be recouped if you are able to leave your money invested and begin adding new money. This calculator helps you determine what it might take to regroup, rebuild and re-grow after such an investment loss

Investment Returns

Meeting your long-term investment goal is dependent on a number of factors. This not only includes your investment capital and rate of return, but inflation, taxes and your time horizon. This calculator helps you sort through these factors and determine your bottom line.

How long will my money last?

Use this calculator help you determine how long your investment savings might last. Enter your current savings plan and your expected withdrawals. This calculator will then plot your investment savings total year-by-year. You can then determine how much your investment savings could be worth, and how long it might last.

401(k)/403 (b) Savings Plan

A qualified retirement plan can be one of your best tools for creating a secure retirement because of two important advantages. First, all contributions and earnings to your plan are tax deferred and secondly some employers provide matching contributions to your account. Use this calculator to input the specifications of your plan including your personal contribution, employer profit share and expected age of retirement to see how much your plan with profit share will be worth when you are ready to retire.

  • Raffa Wealth In The News

  • FOX News

  • Dennis P. Gogarty, RWM President, answers money management questions for FOX News.

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