Retirement & Pension Calculators

FIRE Number is evaluated from Annual Expenses, Safe Withdrawal Rate and Current Portfolio Value. The calculation reports Your FIRE Number, Amount Still Needed and Estimated Years to FIRE.

Retirement Savings is evaluated from Current Age, Target Retirement Age and Current Retirement Savings. The calculation reports Projected Balance at Retirement, Inflation-Adjusted Value and Total Contributions.

401(k) is evaluated from Current Annual Salary, Your Contribution and Employer Match. The calculation reports Total Balance at Retirement, Your Total Contributions and Employer Match Contributions.

Roth IRA is evaluated from Annual Roth IRA Contribution, Current Roth IRA Balance and Expected Annual Return. The calculation reports Projected Balance, Total Contributions and Tax-Free Growth.

Safe Withdrawal Rate is evaluated from Total Portfolio Value and Desired Annual Retirement Income. The calculation reports Your Withdrawal Rate, Max Annual Income at 4% and Max Annual Income at 3.5%.

Pension Estimator is evaluated from Current Age, Planned Retirement Age and Projected Total Years of Service. The calculation reports Annual Pension at Retirement, Monthly Pension Payment and Salary Replacement Rate.

Annuity is evaluated from Regular Payment Amount, Annual Interest Rate and Number of Years. The calculation reports Future Value, Present Value and Total Payments Made.

Required Minimum Distribution (RMD) is evaluated from Account Balance and Your Age. The calculation reports IRS Distribution Period, Required Minimum Distribution and RMD as% of Account.

Retirement Income is evaluated from Retirement Portfolio Value, Annual Withdrawal Rate and Social Security. The calculation reports Portfolio Withdrawal, Guaranteed Income and Total Monthly Income.

Social Security Estimator is evaluated from Average Indexed Monthly Earnings, Claiming Age and Full Retirement Age. The calculation reports Primary Insurance Amount, Estimated Monthly Benefit and Annual Benefit.