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Retirement Income Calculator

This calculator allows you to look at retirement from both an accumulation standpoint as well as from a retirement income perspective. It calculates the principal amount you will have at retirement based upon current assets earmarked for retirement and retirement savings. It then shows the amount of annual income, at an assumed rate of return, that will be generated without invading principal. That result is combined with any assumed social security and pension payments to provide the final result.

Input your values in the shaded areas
Current age
Retirement age
Current annual income
Annual inflation rate
Current Income Adjusted for Inflation
Current retirement assets
Additional annual contribution
Annual rate of return
Value at retirement
Annual Earning on Assets
Monthly Social Security income
Monthly pension income
TOTAL annual retirement income

Disclaimer: The information is provided for illustration purposes only. Consult a financial services professional to create the plan that is best for you.
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