Projected savings at retirement
Estimated amount needed
Savings last until about
Savings balance by age
In today's dollars, so amounts are comparable to what things cost now.
What could change the picture
Show year-by-year table
| Age | Added | Withdrawn | Balance (today's $) |
|---|
How this estimate works
What the numbers mean
- Projected savings grows your current savings and yearly contributions at the "return before retiring" rate. Contributions rise with your income each year.
- Amount needed is what it would take, at retirement, to pay the income you want for every year of your plan, after Social Security and any pension. Withdrawals rise with inflation.
- Savings last until follows the balance year by year after you retire, using the "return in retirement" rate.
It doesn't include taxes, investment fees, market ups and downs, or changes to Social Security. Treat it as a starting point for a conversation, not a plan.
Important: hypothetical illustration
This tool is for education only. Its projections are hypothetical, do not reflect actual investment results, and are not guarantees of future results. Results will vary with each use and over time as your inputs and assumptions change. It does not recommend any investment, product or strategy.
Want a second set of eyes on your plan?
A short conversation can help you test your assumptions and see which questions matter most for your situation.
Book a time with Kevin Educational conversation only. Any recommendations would come after a full review of your situation.