Retirement Lifestyle Planner

SINKING FUND (RETIREMENT SUM) CALCULATOR

Current Age

Monthly Contribution

Retirement Age

Estimated Annual Contribution Growth Rate

What is your current RSA Balance (leave as zero if you are a prospective client)?

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 many more years do you expect to work?

How much do you want to collect as Lump Sum at retirement (limit to 20% of RSA Balance at retirement?

Current RSA Balance

Expected Rate of Return



Monthly Contribution to achieve a desired future income