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.
Have A Question About This Topic?
Related Content
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.