Advanced Retirement Calculator

This worksheet provides you with an ESTIMATE of the percentage of your gross income that you'll need to save each year to meet  your retirement income goals. Because the worksheet uses many assumptions, you should recalculate your ESTIMATE annually. For more complete and precise projections, consult a tax advisor or financial planner.

Current age:
Assumed retirement age:
Assumed rate of inflation: details
Assumed after-tax rate of return on investments prior to retirement:
Current total gross annual income (pre-tax, from all sources):
Percentage of income at retirement needed to maintain standard of living: help
Annual pension income at retirement in current dollars :help
Annual Social Security income at retirement in current dollars: help
Current amount of retirement savings: help

Any and all numbers displayed by this calculator are
ESTIMATES based on numbers given by you.
For more complete and precise projections,
consult a tax advisor or financial planner.

 
   
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