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Directions: Simply answer questions 1 - 8.
(if applicable)
You
Your spouse
1
Current age?
2
Anticipated retirement age?
3
How many years will your retirement savings need to last subsequent to when you retire?
4
Projected rate of return on retirement savings prior to retiring
(we generally recommend using a rate of 12%)
5
Projected rate of return on retirement savings subsequent to retiring
(we generally recommend using a rate of 8%)
6
Projected annual rate of inflation between now and when you retire
(we generally recommend using a rate of 4% to 6%)
7
What is the current value of your existing retirement accounts?
401(k) & 403(b) accounts
Other employer sponsored plans & matching contributions
IRAs & Roth IRAs
SEPs, SIMPLES & Keogh plans
Other retirement accounts
Sub-total of your retirement accounts
8
How much is being added to your retirement accounts each year?
Sub-total of your annual retirement contributions
Projected Annual Income from Your Retirement Accounts(in today's dollars)
DISCLAIMER: Your actual income at retirement may differ considerably from this calculation. (More details)