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Retirement Planning
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Retirement Planning
Calculator



The Retirement Planning Calculator extends your view beyond the one-of-a-kind features of our Social Security Calculator.

Wage and self-employed income, pensions, investments, expenses and taxes are all considered to give you a more complete planning tool for analyzing your retirement finances.

Enter your assumptions, including your projected retirement benefits from your annual Social Security statements. The calculator will generate estimated real and discounted cash flow reports to age 100 and easy to follow charts.

For the individual, compare three retirement options -- retire early at 62, retire at Full Retirement Age (FRA) or take delayed retirement at 70.

For the married couple, compare nine retirement options for you and your spouse.


Single       Married
YOUR SOCIAL SECURITY BENEFIT
Your Date of Birth
At Age 62  a month
At FRA  a month
At Age 70  a month
SPOUSE SOCIAL SECURITY BENEFIT
Spouse Date of Birth
At Age 62  a month
At FRA  a month
At Age 70  a month
INCOME & EXPENSES
Wage Income (you)  a year
duration  years
Wage Income (spouse)  a year
duration  years
Other Income  a year
duration  years
inflation adjusted  Y or N
Expenses  a year
INVESTMENTS & TAXES
Investment Account
(401K/IRA)
Investment Account
(Regular)
Investment Account
(Roth IRA)
Investment Draw Rate  %
Income Tax Rate  %
Investment Tax Rate  %
RATES
SS COLA  %
Inflation/Disc Rate  %
Investment Rate  %

  


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