Retirement Savings Calculator

Make my own pension plan

This calculator will help you project what your monthly income for life could be at retirement age, based on your current age and savings balance, estimated additional contributions and estimated growth rate. This projection also assumes you are not in the stock market and not subject to fees and market unpredictability.

Client Profile

Client’s Name

Client’s Current Age

Desired Retirement Age

Advisor/Agent Name

Savings Assumptions

Deposit/rollover amount

Estimated annual rate of return %

Additional contributions

I will add this every

Years to contribute (first X years)

Income for life assumptions

Amount saved by retirement age

Proposed annuity yearly withdrawal*

Annual withdrawal amount

Estimated annuity rate of return %

Estimated bank 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.