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

What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

Have A Question About This Topic?







Thank you! Oops!

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

View all articles

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

View all calculators

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

View all videos