How will this account be used?
Personal information
YouSpouse
Current age        
Yearly income $   $  
Age at retirement        
Monthly wages after retirement $   $  
For how many years        
Social Security benefits
Age you will claim Social Security benefits        
Monthly benefits are
Expected to be $   $  
Estimated by this analyzer
Ignored by this analyzer
Pension or defined-benefit plan
Monthly pension payment $   $  
Years you will receive payments        
No payments adjusted for inflation
First payment adjusted for inflation
Rest of payments adjusted for inflation
All payments adjusted for inflation
Your projections
Inflation on your expenses   %
Yearly rate of growth in income   %
Age at death    
Funds desired at death $  
Your state + federal tax rate before retirement   %
Your state + federal tax rate after retirement   %
Your projected monthly living expenses at retirement
Years requiredMonthly expenses
Initial living expenses     $  
Intermediate living expenses     $  
Remainder of retirement $  
Your future, one-time investments
Amount investedRate of returnYears until you invest
Investment #1  $     %    
Investment #2 $     %    
Your monthly savings (taxable accounts)
Current balanceRate of returnMonthly investmentYears to start
Account #1   $     % $      
Account #2   $     % $      
 
Your monthly savings (tax-advantaged accounts)
Current balanceYour monthly* investmentEmployer's monthly* investmentCurrent return rate
401(k) $   $   $     %
SEP $   $   $     %
SIMPLE $   $   $     %
Keogh $   $   $     %
Traditional IRA* $   $     %
Roth IRA* $   $     %
Other $   $     %
 
Your spouse's monthly savings (tax-advantaged accounts)
Current balanceYour monthly* investmentEmployer's monthly* investmentCurrent return rate
401(k) $   $   $     %
SEP $   $   $     %
SIMPLE $   $   $     %
Keogh $   $   $     %
Traditional IRA* $   $     %
Roth IRA* $   $     %
 
* For IRAs, please input a yearly, not monthly, contributed amount.
 
Additional inputs
If you would like to see an individual summary of withdrawals and interest earnings for any one of your investments from the present time until the time you retire, please select it below.
 
YoursSpouse'sShared
401(k) 401(k) Investment 1
SEP SEP Investment 2
SIMPLE SIMPLE Savings 1
Keogh Keogh Savings 2
IRA IRA Other
Roth IRA Roth  



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