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

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

Have A Question About This Topic?







Thank you! Oops!

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

How to Effectively Budget as a Couple

Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.

View all articles

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos