Retirement Checkup Calculator
Find out if you're on track for retirement in just a few minutes.
Is Your Retirement on Track?
Most people spend more time planning a vacation than planning their retirement. This free checkup changes that — in just a few minutes you'll know exactly where you stand and what it would take to retire with confidence.
Here's what you'll find out:
Your results are calculated instantly and saved so you can pick up where you left off.
Let's get started
Tell us a little about yourself so we can personalize your results.
Are you married?
This helps us include your spouse's assets and income in the calculation.
Your Age & Retirement Target
We'll use this to calculate how many years your money has to grow.
Your Retirement Accounts
Add each account you're saving in. We'll project its future value.
No accounts added yet.
Guaranteed Income at Retirement
These income streams reduce how much your nest egg needs to cover.
Retirement Living Expenses
How much monthly income do you want in retirement? Enter in today's dollars — we'll adjust for inflation.
Your Retirement Checkup Results
Based on the information you provided, here's where you stand.
| Summary | Amount |
|---|---|
| Total Projected Nest Egg | — |
| Future Monthly Expenses (inflation-adjusted) | — |
| Total Monthly Guaranteed Income | — |
| Monthly Income Shortfall | — |
| Capital Needed to Cover Shortfall (funded to age 100) | — |
| Retirement Gap | — |
Your retirement deserves more than a snapshot.
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