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Retirement Planning Calculator

See If You're on Track With Our Retirement Planning Calculator

Our retirement calculator can help you determine whether you're on track to meet your retirement goals. Before you enter the figure for your annual income need, remember that your financial picture may change when you retire. Check out our list of retirement lifestyle and financial considerations.

What is your current age?

At what age do you plan to retire?

What is your annual income need (in today's dollars)?

What annual rate of inflation would you like to assume for the purposes of this calculation?

How much money do you save annually?

What is the current value of your investments?

What average annual return rate* do you expect to receive on your investments? (Historical market data that may help you select a rate of return) %

How much additional annual income do you plan to receive after retirement (e.g., pension, Social Security)?

What annual rate of increase would you like to assume on your additional annual income for the purpose of this calculation?