America's Top Assisted Living Resources LLC 480-795-7776
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Calculate the Future Value of Current Retirement Savings

The next step is to total the amounts that you have already saved for retirement and project that sum to the assumed retirement age, applying an assumed rate of return. The projected future sum is then subtracted from the total accumulation needed at retirement. This result represents the “yet-to be- funded” retirement accumulation.
Continuing with our example of Ted, let’s say that, to date, he and his wife have set aside $80,000 for retirement in various qualified and tax-deferred investment accounts. Based on an assumed 8 percent annual rate of return, those funds will be worth about $254,000 in 15 years when Ted wants to retire. (Because these funds generate tax-deferred earnings, we can use the actual rate of return as the effective rate of return.) Subtracting that amount from the estimated future sum necessary to fund his retirement, Ted will need an additional capital sum of $746,000 to fully fund his retirement:
Estimated retirement savings need:.........................................
Less future value of current retirement savings:....................  Retirement savings goal:..........................................................
$1,000,000
– $254,000
$746,000

For Help or Information Please Call 480-795-7776
​Email: [email protected]
​Fax: 480-795-7717
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Americas Top Assisted Living Resources LLC  is a locally owned and operated agency in the State of Arizona providing quality assistance to families throughout the State of Arizona. Selecting a long-term care facility can be an overwhelming experience. To help you and your family through this transition we have compiled information to help you make the right decision & determine what level of care you or your loved one requires. Our only objective is to assist your family find direction,
​well being, and ultimately peace of mind.

We offer comprehensive resources to guide families through all of the senior housing options and elder
care needs. At Americas Top Assisted Living Resources LLC, We staff knowledgeable consultants helping
​seniors and their families make informed, educated decisions regarding all options available.
​
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  • Home
    • About
    • Contact Us
    • Blog
    • Articles
  • Living Options
    • In Home Care
    • Transition & Relocating >
      • Assessment Information
      • FAQ's
    • Assisted Living Home
    • Assisted Living Communities
    • Skilled Nursing Facility
    • Memory Care
  • Resource Directory
    • Assisted Livings
    • Independent Living
    • Resources
  • Paying For Care
    • ALTCS / Medicaid
    • V.A. Benefits
    • Medicare Insurance
    • Elder Law
    • Estate Planning
    • Retirement Planning
  • End of Life
    • Hospice >
      • Palliative
      • Earlier Admission Benefits
    • Funeral Services >
      • Preplan Your Funeral
      • Obituaries