Retirement Planning

Use this planning tool to estimate whether you’re on track to retire when and how you want. After completing the information, click the Submit button for the results, including an option to generate a PDF report.
Your Current Information
You Spouse  
Birthdate (mm-dd-yyyy)
OR
Age (leave "0" to use DOB)



 
Annual Income ($)  
Annual pay increases (%)  
Goals
You Spouse  
Desired retirement age  
Life expectancy  
Retirement expenses (today's dollars) ($) Annual expenses Number of years  
Early retirement  
Middle retirement  
Remainder Of Retirement  
Desired legacy (today's dollars) ($)  
Adjust legacy for inflation?  
Retirement & Other Assets
Asset Description Type Estimated Value ($) Annual contribution including employer match ($)  
 
 
 
 
 
 
 
 
 
 
Annual Savings
Will savings increase with pay?  
Traditional retirement account  
Roth retirement account  
Taxable account  
Retirement Income
Include Social Security?  
Social Security inflation rate (%)  
You Spouse  
SS start age
(leave at '0' for retirement age) 		 
Override monthly SS benefit ($)
(leave at "$0" for calculator estimate) 		 
Other sources description (e.g., pension, annuity, reverse mortgage, rent, or wages earned in retirement) Annual Amount ($) Start age (you) End age (you) Annual Increase (%) Taxable?  
 
 
 
 
Rate Assumptions
Will recommended savings increase w/ inflation?  
Before-Tax Return (Pre-Retirement) help
Before-Tax Return (Post-Retirement) help
Average Tax Rate (Pre-Retirement) help
Average Tax Rate (Post-Retirement) help
Estimated inflation rate (%) help