Retirement Planning Toolkit

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FIDUCIARY CM®

Retirement Planning Toolkit

Estimate how current savings, future contributions, retirement income and spending may work together.

Current age Planned retirement age Plan through age Current retirement savings Monthly retirement contributions Desired monthly retirement spending Monthly Social Security and pensions Expected annual return before retirement (%) Expected annual return in retirement (%) Expected inflation (%)

Estimated assets at retirement—

First-year portfolio income needed—

Illustrative retirement target—

Estimated funding position—

Enter your information and calculate an illustrative estimate.

Educational illustration only. Results are estimates based on the information entered and simplified assumptions. They do not include every tax, fee, market, healthcare, longevity or personal consideration and are not a guarantee, investment recommendation, tax opinion or legal advice. Consult qualified professionals before acting.

Fiduciary Capital Management LLC

Independent • Experienced • Fiduciary

Fiduciary CM® is an SEC-registered investment adviser providing investment management, financial planning, retirement-plan services and private-market consulting.

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The information provided on the Fiduciary Capital Management LLC (“FCM” or “Fiduciary CM®”) website is for educational and informational purposes only and is not intended as individualized investment, tax, legal or insurance advice. You should consult qualified professionals regarding your individual circumstances. Investing involves risk, including the possible loss of principal. Advisory services are offered through Fiduciary Capital Management LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a particular level of skill or training. Insurance products are offered through independent insurance agencies and are not offered through Fiduciary Capital Management LLC.