Broker Check

Quick Retirement Checkup

Am I On Track for Retirement?

Enter five simple details and get a quick estimate of where your retirement savings may be headed.

See Where You Stand

This should take less than a minute.

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Include retirement accounts such as 401(k)s, 403(b)s, IRAs and similar accounts.
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A rough estimate is fine.
How this estimate works

The calculator uses a 6% annual investment return, 2.5% inflation, a retirement income target equal to 75% of current income and a 4% withdrawal assumption. Social Security, pensions, taxes and other income sources are not included.

This calculator is for educational and illustrative purposes only. Results are estimates based on simplified assumptions and the information entered. The calculation does not account for taxes, investment fees, market volatility, Social Security, pensions, changes in income or contributions, or individual circumstances. It is not a guarantee of future results or a substitute for personalized financial advice.