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
Your Retirement Timeline
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.
Have A Question About This Topic?
Related Content
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.