U.S. Global Investors, Inc. | Family of No-Load Mutual Funds

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Retirement Planner

Step 1

Think about the type of lifestyle you will want to maintain during your retirement years. Do you have any current expenses that could be reduced by the time you retire, such as a mortgage, dependents, or work-related expenses? Will you have new expenses in retirement; for example, medical coverage costs or traveling expenditures? Based upon your future expenses, estimate the annual amount of your retirement income you will need.

Did You Know?

A general rule is that you will need 60%-80% of your current gross annual income to maintain your standard of living in retirement.

You will need to adjust your annual retirement income need for future inflation. Select the number of years until you retire.

This planner is intended only to be a guide, and you should consult your individual tax advisor for further assistance.

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Step 3