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Your current age
Enter your current age in years.
Your planned retirement age
Enter the age at which you plan to retire in years.
Your life expectancy
Enter your expected life expectancy in years.
Your current pre-tax income ($/year)
Enter your current annual pre-tax income.
Assumed income increase ($/year)
Enter the assumed annual increase in your pre-tax income.
Income needed after retirement (% of current income)
Enter the percentage of your current income that you’ll need after retirement.
Average investment return (%/year)
Enter the average annual investment return you expect.
Inflation rate (%/year)
Enter the expected annual inflation rate.
Other income after retirement ($/month)
Enter any additional monthly income you expect to receive after retirement.
Your current retirement savings
Enter your current retirement savings amount.
Future retirement savings (% of income)
Enter the percentage of your income you plan to save for retirement.