Retirement Planner

with monthly forecast
feature

One of the major concerns of life is how one will survive and thrive into and throughout retirement. This calculator provides a basis for mapping resources, asset growth and income both up to a retirement date and beyond.

The process starts with an estimate of your assets at this time. Once your assets have been determined, it is essential to determine what rate of return those assets will earn. With your retirement date and desired retirement spending in hand, this model will determine; 1) whether your income and assets are sufficient for your retirement goals, and 2) the level of surplus or shortfall you can expect.

Note that results of this exercise vary widely depending on expected investment returns. Be sure to carefully assess your risk profile and carefully determine an appropriate rate of return for you.

Retirement Planner

The amount, in US dollars, of your assets
The year of your desired retirement
Income desired
Available from Social Security Administration
Stock market returns are 6.88% per year since 2000. Since 1980, 11.73%.

Results

Results will be shown once calculated.

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