My Retirement Savings

Due to increasing life expectancies, many are concerned they may outlive their retirement savings. Use this calculator to help determine when your retirement savings account may be depleted given a specified monthly income target. Remember, you currently may be in receipt of a company pension or Social Security that may help supplement your retirement savings accounts.
Income Objectives
Monthly income needed (before-tax) ($) 
Annual increases (if any) (%)help
Fixed Income Receipts
Monthly Social Security income ($) 
Annual Social Security increases (%)help
Monthly pension income ($) 
Annual pension increases (if any) (%)help
Monthly other income ($) 
Annual other income increases (if any) (%)help
Savings And Assumptions
Current account balance ($) 
Annual before-tax return (%)help
Desired amortization schedule 
   
This is a hypothetical example used for illustrative purposes only. This worksheet provides estimates based on certain assumptions. It is not intended to provide specific investment advice. The results are not a guarantee of performance. The rate of return on investments will vary over time, particularly for longer-term investments. Investments that offer the potential for high returns also carry a high degree of risk. Actual returns will fluctuate. The types of securities and strategies illustrated may not be suitable for everyone.

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