Retirement Planning Calculators
The calculators provided here can help you more easily manage your retirement planning. Simply click on any of the selections to start a calculator.
- Five-minute retirement checkup, from the Quick Guide to Retirement Planning
- Retirement Checkup Worksheet, from the Advanced Retirement Planning Guide
- How many years will I spend in retirement? (Life Expectancy Estimator)
- How will retirement affect my expenses?
- How will this account be used?
- Am I saving enough? What can I change?
- What will I earn with this account?
- How advantageous is increasing my savings?
- Which savings or income source will be the largest?
- How much can I invest before taxes each year?
- What if I underestimate my expenses?
- What will my income be after I retire?
- What will my expenses be after I retire?
- What happens if tax laws change?
- How much of an effect can inflation have?
- Which savings should be used first?
- How much will Social Security provide after retirement?
- What if Social Security no longer exists?
The accuracy of these calculators and their applicability to your circumstances are not guaranteed. You should obtain personal professional advice for the best possible informed decisions.