Financial Tools

Retirement Readiness Calculator

See where you stand — projected portfolio at retirement and how many years of income it's likely to cover.

42
yrs
65
yrs
$100,000
$
$250,000
$
$1,500
$
7.00%
%
5.00%
%
2.50%
%
$30,000
$
On Track
Projected portfolio at retirement
$0
Covers 0 years of retirement income
Total contributed
$0
principal over working years
Investment growth
$0
from compounding
Annual income at retirement (in future dollars)
From portfolio (4% rule) $0
Social Security $0
Target (inflation-adjusted) $0

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This calculator is provided for illustrative and educational purposes only and does not constitute investment, tax, or financial advice. Projections use constant rates of return and linear assumptions, which do not reflect actual market volatility, sequence of returns risk, taxes, fees, or changes in Social Security benefits or laws. Actual results will vary. The "years of income covered" metric uses the 4% withdrawal rule as a starting reference point and does not guarantee that funds will last for any specific period. Please consult your financial advisor, tax professional, and the Social Security Administration for a personalized analysis.

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