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:  

How many years of service do you have with your company?


  1. 0
  2. 19
  3. 38
  4. 56
  5. 75

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:  

What is your current annual compensation, including salary, bonus, and commissions?

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

$ $

What percentage of your income are you currently contributing to your employer's retirement plan?

%

How much are you (and your spouse) currently saving monthly towards your retirement in IRAs, taxable investment accounts, and other arrangements apart from your employer-sponsored plan?

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?