Calculators Suite


ComputeResults

Income Planner

How much income can you plan on in retirement? The answer to this question will largely determine what your retirement lifestyle will be. Whether you plan to live off a pension and Social Security, personal savings, or expect to tap into other income sources, it's important to figure out up front what level of income your combined resources will be able to support.

To estimate what your retirement income will be, fill in the information below, then click Submit.




What is your current age?


  1. 14
  2. 35
  3. 56
  4. 78
  5. 99

Value:  

At what age do you plan to retire?


  1. 55
  2. 60
  3. 65
  4. 70
  5. 75

Value:  

How many years do you plan to spend in retirement?


  1. 1
  2. 13
  3. 26
  4. 38
  5. 50

Value:  

In today's dollars, how much do you need monthly in pre-tax income?

You

Your Spouse

$ $

How much monthly income do you expect to earn from Social Security in today's dollars?

You

Your Spouse

$ $

How much monthly income do you expect to earn in pension benefits in today's dollars?

You

Your Spouse

$ $

How much do you currently have set aside for retirement?

You

Your Spouse

$ $

How much are you currently saving monthly towards your retirement (including your employer's match, if any)?

You

Your Spouse

$ $

Percentage (%)    Dollar ($)

Asset Class Pre-Retirement Post-Retirement

U.S. Stocks
   Large-Cap Stocks
   Small-Cap Stocks
Foreign Stocks
   Developed Markets
   Emerging Markets
Bonds
   U.S. Government Bonds
   Broad Investment-Grade
Money Market/Cash
Real Estate
Commodities
Totals: 0 0

Which annual rate of return do you expect to earn on your investments until retirement?

Which annual rate of return do you expect to earn on your investments after retirement?