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.

Foundry Financial, LLC ("Foundry Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of, and does not guarantee, future results. No investment strategy can guarantee a profit or protect against loss in declining markets. Any references to specific securities, asset classes, or investment strategies are for illustrative purposes only and do not constitute a recommendation.

5 Minute Retirement Plan

Total Guaranteed Income

Income Gap to Fill

Assets Needed (4% Rule)

Projected Assets at Retirement

Gap Analysis

Action Plan

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