Financial Calculators

Retirement Planner!

Do you know what it will take to create a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement. Social security is calculated on a sliding scale based on your income. Including a non-working spouse in your plan increases your social security benefits up to, but not over, the maximum.

Financial Calculator Results

Retirement Planner Results


END_OF_RETIREMENT_MESSAGE This is based on retirement expenditures of INCOME_REQUIRED_AT_RETIRE per year. This amount is INCOME_PERCENT of your last years income of INCOME_AT_RETIRE. This plan includes SOCIALSECURITY_AT_RETIRE per year from social security.

Results Summary
Current ageCURRENT_AGE Household incomeHOUSEHOLD_INCOME
Pre-retirement rate of returnPRE_RATE_OF_RETURN Age of retirementAGE_OF_RETIREMENT
Post-retirement rate of returnPOST_RATE_OF_RETURN Expected salary increaseSALARY_PERCENT
Years until retirementYEARS_UNTIL_RETIREMENT Years of retirement incomeYEARS_OF_RETIREMENT
Percentage income desiredINCOME_PERCENT Current retirement savingsCURRENT_SAVINGS
Percent of income to saveSAVINGS_PERCENT Inflation rateINFLATION_RATE
Your last years incomeINCOME_AT_RETIRE Retirement expendituresINCOME_REQUIRED_AT_RETIRE
Include social security? INCLUDE_SOCIAL_SECURITY Are you married? MARRIED
Your ending balance is ENDING_BALANCE

Balances by year


Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.