Retirement Funding Analysis

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This is an exciting page our on our site. By accurately entering the correct data, you can determine the estimated net growth rate needed to achieve on your investable assets to reach your retirement goals. In addition to your retirement and personal investments, the analysis takes into account:

  • Stock options
  • Deferred compensation - whether distributed in a lump sum or taken as yearly distributions.
  • Social Security - determine benefits by visiting www.socialsecurity.com.
  • Other pension benefits you will receive

Your information is computed to produce your target net investment growth rate. It only takes a few minutes. If you would like assistance in completing this retirement analysis, please feel free to call us at 703-827-2300 or toll free 800-842-8834. For added value, the Retirement Funding Analysis can be linked to your corporate or association website via a customized web page.  Copyright 2017 Lara, May & Associates LLC. All rights reserved.

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IMPORTANT INFORMATION: For calculators which produce or give the option to select an anticipated investment return, consideration should be given to factors affecting your potential return such as investment objectives, risk tolerance, and the time horizon for the investment. Remember, past performance is no guarantee of future results. The figures entered on the input page of this calculator are for hypothetical purposes only. You should enter figures that are appropriate to your individual situation. The results provided by this calculator are also intended for illustrative purposes only and accuracy is not guaranteed. This calculator is not intended to offer any tax, legal, financial, or investment advice and does not assure the availability of or your eligibility for any specific product offered through Lara, May & Associates, LLC its affiliates, or any other institution, nor does this calculator predict or guarantee the actual results of any investment product. The terms and conditions of products offered by institutions will differ and may affect the results of the calculator. Neither Lara, May & Associates, LLC nor any of its affiliates offer or provide any investment advice or opinion regarding the nature, potential, value, suitability, or profitability of any particular investment or investment strategy discussed therein. You shall be fully responsible for any investment decisions you make, and such decisions will be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance, and liquidity needs. Please consult with a qualified professional to discuss your situation.