Retirement Savings Calculator

What Is Your Dream Retirement Income?

Dream big and start saving for it! In addition to guaranteed Social Security benefits (or a company pension), declare today how much more you want to earn each year. Learn how much you need to save each year to make that retirement income a reality.

Client Profile

Client’s name

Client Current Age

Desired Retirement Age

Advisor/Agent Name

My Dream Yearly Retirement Income

At retirement, I want to earn:

Savings Assumptions

Retirement Balance / Rollover

Avg. yearly rate of return (%)

This calculation is based on information and assumptions you provide today and may help you analyze your financial needs, goals, expectations and financial situation for the future. The hypothetical results do not infer that the company assumes any fiduciary duties and should not be construed as financial, legal or tax advice. As with all web based formulas, we believe this calculator to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.