Financial
Retirement Calculator
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Using the Retirement Calculator
Retirement planning is about finding your "Number"—the total amount of savings needed to maintain your lifestyle without a paycheck. This calculator factors in your current age, expected lifestyle expenses, and external income sources like Social Security to build a sustainable plan.
How it Works
1
Enter your current age and planned retirement age.
2
Input your current annual expenses.
3
Add estimated Social Security or pension income.
4
Review the "Total Nest Egg Required" and whether your current savings rate is on track.
Frequently Asked Questions
What is the 4% rule?
The 4% rule suggests withdrawing 4% of your portfolio annually to avoid running out of money over a 30-year retirement.