We all wonder how our savings will hold up over the years, especially as we look toward retirement. This calculator offers a high-level view of how your portfolio might perform over time, providing a starting point for visualizing your retirement.

Retirement Details

$0$10M
$0$500K

Your Retirement Timeline

Savings will last
0 years

Portfolio Balance Over Time

Based on your current withdrawal rates, your savings will last you at least 30 years into retirement.

Seeing what you have and how long it will last is the first step to creating a long-term financial strategy. Often, all it takes is a little adjustment here and there to help the numbers align with your vision of retirement. Plus, other factors, including how much Social Security will add, can change how you view your retirement.

The Annual Rate of Return is a hypothetical example used for illustrative purposes only. It is not representative of any specific investment or combination of investments. This worksheet provides estimates based on certain assumptions, including the inflation rate. 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 will fluctuate.

 

Related Content

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

Have A Question About This Topic?







Thank you! Oops!

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

View all articles

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

View all calculators

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

View all videos