Pension Calculations - Greenway Financial Advisors

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What age are you?

What age do you want to retire at?

BASED ON YOUR MONTHLY CONTRIBUTION

Total Fund After Charges

Amount of money your pension could build to based on your retirement age.
This is a fund estimate after any charges.

What You Save In Tax

Pensions in Ireland benefit from income tax relief.
Tax relief is calculated based on age and marginal income tax rate.

Investment Growth

This figure is an estimate of the investment growth of your pension.
Growth values depend on the risk level of your pension.

You Would Pay Total

This is the net amount of money you personally have to pay.
It is calculated after tax relief and employer contributions.

What You Pay Each Month

This is the net amount of money you personally have to pay.
It is calculated after tax relief and employer contributions.

Existing Plans

If you have any existing or old pensions this figure is the potential value.

Your Employer Pays

This is the amount your employer pays into your pension until retirement age.

INCOME IN RETIREMENT

Based on contributions and current pensions this is an estimate of your income in retirement.

Hidden

Hide: Balance Over €200K 2 (monthly)

Hidden

Hide: 25% Tax Free Lump Sum 2 (monthly)

25% Tax Free Lump Sum

When you retire this is the lump sum amount you can receive from your pension tax-free.

Excluding State Pension

With the reminder of your fund, you invest in an Approved Retirement Fund (ARF) or annuity.
This is an estimate of the income you can expect each year.
Could you live off that amount?

Including State Pension

If you are entitled to a state pension this figure shows an estimate of the income you will have each year.
Could you live off that amount?

WHAT IF YOU WAITED?

This is an estimate of your pension fund value if you waited to start your pension.

1 Year Before Starting Pension

2 Years Before Starting Pension

5 Years Before Starting Pension

MAXIMUM PENSION POSSIBLE

Explainer: The below calculations uses the full tax reliefs available to you
Read more about maximum pension contributions here.

These values are based on the maximum you can add to your monthly pension.
If you can't afford the maximum that's not a problem.
You set the amount added to your pension each month or through an annual contribution.

Hidden

HIDE: New Fund After Charges (max con)

Hidden

HIDE: Investment Growth New Fund (max con)

Total Retirement Fund

Estimate of the maximum possible value of your pension.
Amount of money your pension could build to based on your retirement age.
This is a fund estimate after any charges.

What you save in tax

Pensions in Ireland benefit from income tax relief.
Based on your salary this is the maximum income tax saving you could make.
Tax relief is calculated based on age and marginal income tax rate.

Investment Growth

This figure is an estimate of the investment growth of your pension.
Growth values depend on the risk level of your pension.

You Would Pay

This is the amount you would pay into your pension until retirement age.

What you pay each month

This is the amount you personally have to pay.
It is calculated after tax relief and employer contributions.

Existing Plans

If you have any existing or old pensions this figure is the potential value.

Your Employer Pays

This is the amount your employer pays into your pension until retirement age.

INCOME IN RETIREMENT

Based on maximum contributions and current pensions this is an estimate of your income in retirement.

Hidden

Hide: Balance Over €200K

Hidden

Hide: 25% Tax Free Lump Sum

25% Tax Free Lump Sum

Once you retire this is the lump sum amount you can receive from your pension tax-free.

Income Per Year | Excluding State Pension

With the reminder of your fund. You invest in an Approved Retirement Fund (ARF) or annuity.
This is the amount of income you can expect each year.

Income Per Year | Including State Pension

If you are entitled to a state pension this figure shows an estimate of the income you will have each year.
With the reminder of your fund. You invest in an Approved Retirement Fund (ARF) or annuity.
This is the amount of income you can expect each year.

WHAT IF YOU WAITED?

This is an estimate of your maximum contribution pension fund value if you waited to start your pension.

1 Year Before Starting Pension

2 Years Before Starting Pension

5 Years Before Starting Pension

Contact us now to talk to a qualified pension advisor.

We can guide you through your pension in a straightforward way.
Show you how to maximise your tax reliefs.
Guide you on pension funds risk levels.
Combine and transfer old pensions into one pension to maximise growth.

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Warning: Past performance is not a reliable guide to future performance.
Warning: This product may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in this product you may lose some or all of the money you invest.
Warning: If you invest in this product you will not have access to your money until you retire.

Greenway Financial Advisors Limited is regulated by the Central Bank of Ireland. Registered No. C168372

Phone: 9am - 9pm

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Pension Calculator

BASED ON YOUR MONTHLY CONTRIBUTION

INCOME IN RETIREMENT

WHAT IF YOU WAITED?

MAXIMUM PENSION POSSIBLE

INCOME IN RETIREMENT

WHAT IF YOU WAITED?

Contact us now to talk to a qualified pension advisor.

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