I'm retired, how long will my savings last?

Due to increasing life expectancies, many are running into the problem of outlasting their savings. Use this calculator to help determine when your retirement savings account may be depleted given a specified monthly income target. You may currently be in receipt of a company pension or other fixed income such as Social Security to help supplement your retirement savings account.
Personal Information
Client Name  
Advisor Name  
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 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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