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

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

 

Have A Question About This Topic?







Thank you! Oops!

Introducing the 530A Accounts

An article explaining 530A Accounts.

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

View all articles

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

View all calculators

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

The Business Cycle

How will you weather the ups and downs of the business cycle?

When Do You Need a Will?

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

View all videos