Do you know what it takes to work towards a secure retirement? The Retirement Calculator can provide you with a personalized snapshot of your current financial situation, savings status, savings goas and steps needed for retirement planning. Simply answer a few questions about your household status, salary and savings, such as an IRA or 401(k). You can include information about supplemental retirement income (such as a pension or Social Security), consider how long you intend to work and think about your expected lifestyle as a retiree. The tool will help you determine the amount of money you’ll need to retire when – and how – you want.
(Please note that no data is saved online)
IMPORTANT INFORMATION: This Retirement Planning Calculator was prepared by Polaris as just one tool for your use in saving for your retirement. We suggest that you review and update it often, perhaps with a professional retirement or financial consultant. A sound retirement plan is dependent upon a multitude of well thought-out decisions and factors. These decisions include the amount one can afford to save individually, the level of risk, and thus the volatility that one can tolerate in their investing, the likelihood of the future financial success, the desired retirement age, life expectancy, inflation, and others. We cannot stress enough the importance of understanding these variables and their impact when you build your retirement plan. A slight change in investment returns or the assumed rate of inflation can have an enormous impact on the longevity of your funds and ultimately your post-retirement quality of life. The Calculator was designed to show and graph several options based on varying assumptions. The information provided by this calculator is an estimate based on the information entered and may vary from your actual investment results. The accuracy of this calculator is not certain and is intended for educational purposes only and is not endorsed, offered or guaranteed by Polaris.
IMPORTANT: The projections or other information generated by the Polaris Retirement Calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
Polaris Capital Management LLC is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Polaris' website provides general information regarding our business along with access to additional investment related information. Material presented is meant for informational purposes only. To the extent that you utilize any financial calculators or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Polaris or any of its investment professionals. For additional information regarding our services, or to receive a hard copy of our firm's disclosure documents (Form ADV Part I and Form ADV Part II), contact client service. You may also obtain these disclosure documents online from the SEC Investment Adviser Public Disclosure (Firm CRD# 106278). (c) 2013-2024 Polaris Capital Management, LLC. All rights reserved.
IMPORTANT INFO: RETIREMENT CALCULATOR
The retirement calculator is a model or tool intended for informational and educational purposes only, and does not constitute professional, financial or investment advice. This model may be helpful in formulating your future plans, but does not constitute a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. We, at Polaris Capital, do not serve in this role for you. We also encourage you to review your investment strategy periodically as your financial circumstances change.
This model is provided as a rough approximation of future financial performance that you may encounter in reaching your retirement goals. The results presented by this model are hypothetical and may not reflect the actual growth of your own investments. Polaris strives to keep its information and tools accurate and up-to-date.
The information presented is based on objective analysis, but may not be the same that you find at a particular financial institution, service provider or specific product’s site. Polaris Capital and its employees are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this tool. Polaris is not responsible for any human or mechanical errors or omissions. All content, calculations, estimates, and forecasts are presented without express or implied warranties, including, but not limited to, any implied warranties of merchantability and fitness for a particular purpose or otherwise.
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