Retirement Calculator

Will I Have Enough Money to Retire?

Use our Retirement Calculator below to see how much you could have saved for retirement. Plan confidently with personalized insights that show you what your financial future could look like.

360 degree

Understanding the Calculator

Years to Retirement

Set this slider to the number of years you have left before your preferred retirement date. Note that of all of the categories in the retirement calculator, this one is the most flexible. If your ideal retirement date doesn’t produce your desired monthly income, you may need to delay retirement a couple years, or work with one of our financial professionals to change your investment strategy.

Investment Style

You’ll commonly hear advisors discuss investment styles within three categories: conservative, moderate, or aggressive. The styles indicate the mix of investments you have (stocks, bonds or cash), determined by several factors including age, risk tolerance and years to retirement.

Current Income

Depending on where you are in your career, this number could fluctuate, so you may want to try adjusting it to see how it impacts your savings need. Try to be realistic so you get the most accurate projection possible.

Employer + Employee Contribution

This describes the total combined percentage of your retirement contribution, plus that of your employer. This percentage often changes throughout the course of our careers. As with salary, try to set a current or realistic future contribution.

Current Retirement Savings

This is the total amount, to date, that you have saved for retirement. This should include all sources of retirement savings, such as 401(k)s, IRAs and annuities.

Additional Retirement Planning Resources

Looking for more retirement planning insights? We have several resources available to you. Check out our featured resources:

From Our Blog

Retirement Planning Insights

Why Borrowing from Your 401(k) is Not Always the Best Plan

Where can you turn if you need cash in an emergency? Some people turn to their 401(k) plans. After all, you’re borrowing...
Read Now

Comparing Types of Retirement Plans: 401(k), 403(b) & IRA

No matter what stage of life you are in, it is never too early or too late to start saving for retirement....
Read Now

Financial Considerations When Switching Jobs

A job change is a significant undertaking. It requires readjustments in one’s life irrespective of whether the change is due to a...
Read Now
Contact Us

Prepare for a Comfortable Retirement

Dreaming of a comfortable retirement spent with family and friends, traveling, or enjoying your favorite hobbies? Have a financial plan in place so you can enjoy the benefits from your hard work and savings.

Contact Us