Even though saving for retirement is a priority for many pre-retirees, knowing where to begin can be difficult. How much should I save? Where should I put my money? How do I know when I have enough? These are just a few of the questions you'll need to answer, and this calculator can help.
Your Information
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 may vary.
Your Retirement Projection
Years to Retirement
Projected Retirement Savings
If the results were better or worse than you expected —
If they were better, great work.
Congratulations on making retirement a priority.
If they were worse, don't get discouraged.
Please know that there are many strategies that can help you close the gap.
Related Content
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.