Are you on track to retire?

Plug in your numbers. See your portfolio target and the monthly savings it'll take to get there.

Your Numbers

Current age

Retirement age

Estimated monthly spending in retirement

Today's dollars. We'll inflate this for you.Estimated monthly income in retirement

Social Security, pension, rental income, etc. Leave blank if none.Current investment balance

Leave blank if you're starting from zero.

Return assumption7.0%

2% conservative9% aggressive

Assumes 2.5% inflation and a 4% safe withdrawal rate.

Your projection will appear here

Enter your current age, retirement age, and estimated monthly spending to see your portfolio target and savings plan.

Get your projection as a PDF

We’ll email you a clean PDF of your projection along with next steps for turning this into a real plan.

Disclosure: This calculator is for educational purposes only and is not investment, tax, or legal advice. Calculations assume a constant rate of return, 2.5% annual inflation, and a 4% safe withdrawal rate. Actual investment results will vary. Please consult a qualified advisor before making decisions based on these figures.