5 Minute Retirement Plan

Enter your key numbers to see if you're on track for retirement

1. Current Age

2. Target Retirement Age

3. Retirement Expenses

4. Inflation-Protected Income Social Security, COLA pensions, TIPS

5. Guaranteed Income (No Inflation Protection) Traditional pensions, fixed annuities

6. Current Investable Assets 401k, IRA, savings, investments

This calculator uses the 4% rule and assumes a 7% annual return on investments.

Non-inflation protected income is discounted based on average purchasing power over a 25-year retirement (assumes 3% inflation).

Results are estimates - consult a financial advisor for personalized advice.