Retirement Savings Calculator

Simple Retirement Savings Calculator

This calculator will help you project how much you will have saved by your desired retirement age, based on your current balance, estimated additional contributions and estimated rate of return. 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 savings contributions (optional)

Additional contributions

I will add this every

Years to contribute (first X years)

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.