Am I saving enough for my retirement?

Planning for retirement is one of the most important, and most overlooked, financial tasks facing families and individuals today. This pre-retirement module will help you determine how well you have prepared, and what you can do to help improve your retirement outlook.

It is important that you re-evaluate your preparedness on an ongoing basis. Changes in economic client, inflation, achievable returns, and in your personal situation, will impact your plan.

Income/Savings
Your current age 
Current annual income ($) 
Spouse's annual income (if applicable) ($) 
Current retirement savings balance ($) 
Desired retirement age 
Number of years of retirement income 
Assumptions
Expected inflation (%)help
Income replacement at retirement (%) 
Pre-retirement investment return (%)help
Post-retirement investment return (%)help
Social Security
Include Social Security (SS) benefits? 
Marital status (For SS purposes only) 
Social Security override amount
(monthly amount in today's dollars) ($)		help
Any rate of return entered into the calculator to project future values should be a reasonable average return for the period. Rates of return will vary over time, and generally the higher the rate of return the higher the degree of risk.

The information provided here is to assist you in planning for your future. The accuracy of this calculator and its applicability to your circumstances is not guaranteed. Any analysis is a result of the information you have provided. Material discussed is meant for general illustration and/or informational purposes only not indicative of a particular product, and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual advice from qualified professionals.

National Life Group is a trade name of National Life Insurance Company and its affiliates.

Powered By CalcXML Calculators For Websites