SINKING FUND (RETIREMENT SUM) CALCULATOR

Current Age
Retirement Age
What is your current RSA Balance (leave as zero if you are a prospective client)?
Monthly Contribution
Estimated Annual Contribution Growth Rate
Expected Rate of Return


Your Retirement Sum is

CAPITAL RECOVERY (MONTHLY PENSION) CALCULATOR

This calculator will help you decide how much you should contribute monthly to earn future income. Please complete the previous table first.

How much do you want to collect monthly after you retire (recommend at least 50% of projected salary at point of retirement)?
How much do you want to collect as Lump Sum at retirement (limit to 20% of RSA Balance at retirement?
How many more years do you expect to work?
Current RSA Balance
Expected Rate of Return


Monthly Contribution to achieve a desired future income