Even though saving for retirement is a priority for many pre-retirees, knowing where to begin can be difficult. How much should I save? Where should I put my money? How do I know when I have enough? These are just a few of the questions you'll need to answer, and this calculator can help.
Your Information
This worksheet provides estimates based on certain assumptions. It is not intended to provide specific investment advice. The results are not a guarantee of performance. The rate of return on investments will vary over time, particularly for longer-term investments. Investments that offer the potential for high returns also carry a high degree of risk. Actual returns may vary.
Your Retirement Projection
Years to Retirement
Projected Retirement Savings
If the results were better or worse than you expected —
If they were better, great work.
Congratulations on making retirement a priority.
If they were worse, don't get discouraged.
Please know that there are many strategies that can help you close the gap.
Related Content
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Rollover Unused 529 Funds to a Roth IRA
The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.