How much will I need to save for retirement?

Retirement can be the saddest or happiest day of your life. This pre-retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook. It is important that you re-evaluate your preparedness on an ongoing basis. Changes in economic climate, inflation, achievable returns, and in your personal situation will impact your plan.
Retirement Information and Assumptions
Your current age 
Current annual income ($) 
Spouse's annual income (if applicable) ($) 
Current retirement savings ($) 
Expected inflation (%)help
Desired retirement age 
Number of years of retirement income 
Income replacement at retirement (%) 
Pre-retirement investment return (%)help
Post-retirement investment return (%)help
Include Social Security (SS) benefits? 
Marital status (For SS purposes only) 
Social Security override amount
(monthly amount in today's dollars) ($)
help

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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