Saving for Retirement

Retirement may start a new phase of your life. This pre-retirement calculator is designed help you assess how well you have prepared and what you can do to potentially improve your retirement outlook. You also should consider re-evaluating your preparedness on an ongoing basis. Changes in economic climate, financial markets, and your personal situation may impact your strategy.
Income/Savings
Your current age 
Current annual income ($) 
Spouse's annual income (if applicable) ($) 
Current retirement savings ($) 
Desired retirement age 
Number of years of retirement income 
Assumptions
Expected inflation (%)help
Income replacement at retirement (%) 
Pre-retirement investment return (%)help
Post-retirement investment return (%)help
Social Security
Include Social Security (SS) benefits? 
Marital status (For SS purposes only) 
Social Security override amount
(monthly amount in today's dollars) ($)
help
   
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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