SAVINGS & CONTRIBUTIONS
How long will my retirement funds last?
Am I saving enough today?
How much can I spend during retirement?
How soon can I retire?
Results and the Retirement Savings graph update instantly as you input assumptions.
Choose to increase future contributions for inflation or to match the maximum allowable for IRA's.
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Gradually reallocate your assets to post retirement levels with the check of a box!
Investment options and historical return rates are provided for fast and accurate planning (you may also customize your investment options and return rates).
Drop down windows and buttons make it easy to adjust your pre and post retirement asset allocation.
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RETIREMENT INCOME & SPENDING
Choose up to four unique sources of income-(Social Security, pensions, annuities, etc.)
Income streams for you and your spouse are calculated separately for maximum accuracy (given possible benefit and age differences).
Retirement spending section calculates your future spending based on the inflation rate you choose.
Understand the significant investment growth required in the years directly leading up to your retirement.
See how your future contributions are adjusted/increased for inflation or to match the maximum allowable for IRA's
See complete list of Retirement Calculator variables
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RETIREMENT CASH FLOW
Social Security (including spouse)
Pension & Other income
Retirement Plan distribution/withdrawal (calc)
Income Tax (calc)
Investment return (calc)
Make manual adjustments (+/-): down payments, inheritance, estate sales, etc.
Spending (adjusted for inflation)
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See how all your variables/ assumptions from the above pages come together.
Chart different data points with the drop down window (Retirement Savings, Income, Spending, etc.)
Understand what area of your plan needs to be adjusted in order to meet your retirement goals
Will your retirement funds last if you live to 85? 95?
How much will inflation affect your retirement spending?
Are you investing enough time into your retirement plan?
At Simpleplanning.com, we develop comprehensive but easy to use Excel based financial planners that help users answer the tough questions.
Download our Excel based Retirement Calculator & Planner demo for free or preview our planner by clicking on the images above.