Retirement Savings Calculator

This retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook. It is important you re-evaluate your preparedness on an ongoing basis. Changes in economic climate, inflation, achievable returns, and in your personal situation will impact your plan.

Retirement Information and Assumptions

Your current age (1 to 120)

Current annual income ($)

Spouse's annual income (if applicable) ($)

Current retirement savings ($)

Expected inflation (0% to 10%)

Desired retirement age (1 to 120)

Number of years of retirement income (1 to 40)

Income replacement at retirement (0% to 300%)

Pre-retirement investment return (-12% to 12%)

Post-retirement investment return (-12% to 12%)

Include Social Security (SS) benefits?

Marital status (For SS purposes only)

Social Security override amount
(monthly amount in today's dollars) ($)

Results

Please complete the calculator form for results.

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. It is not meant to provide you financial, legal or tax advice, and such information should not be relied upon as your only source of information.