Retirement Planner

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Retirement Planner

SALARY
Enter your current annual salary here. If you are married, enter the sum of both of your salaries.
EMPLOYER PROFIT SHARING
Enter your employer's profit sharing contribution as a percentage of salary.	%
YOUR CONTRIBUTION
Enter your 401(k) contribution (if any) as a percentage of salary.	%
PRE-RETIREMENT EARNING RATE
Enter the net interest rate you expect to earn on your super prior to retirement. Typically, you would invest more aggressively prior to retirement and then switch to lower risk investments after retiring.	%
POST RETIREMENT EARNING RATE
Enter the net interest rate you expect to earn once you retire.	%
INFLATION RATE
Enter the expected inflation rate over the coming years.	%

SALARY INCREASE RATE
Enter the rate at which you expect your salary to increase over the coming years.	%
CURRENT RETIREMENT PLAN ASSETS
Enter the current value of any retirement accounts you have now.
CURRENT AGE
Enter your current age.
EXPECTED RETIREMENT AGE
Enter the age at which you plan to retire.
DESIRED RETIREMENT INCOME
Enter the amount of money you would like to have to spend each year during retirement, in today's dollars. 80% of your currently salary is a good guideline.
Click the calculate button to see your retirement estimates.
RESULT- PRE RETIREMENT
Employer Contribution - This box shows how much money your employer is contributing to your retirement account each year given the contribution percentage you entered above.
Your Contribution - This box shows how much money you are contributing to your retirement account each year.
Account Value at Retirement - This is the total value of your retirement account when you retire.
RESULT- POST RETIREMENT
1st year value - This is the total value left in your retirement account at the end of your first year in retirement.
2nd year value - This is the total value left in your retirement account after two years in retirement, and so on........
3rd year value
4th year value
5th year value
10th year value
15th year value
20th year value

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Disclaimer
We do not offer legal advice. All information provided on this website is for informational purposes only and is not a substitute for proper legal advice. If you have legal questions, we recommend that you seek the advice of legal professionals.

Tax Disclaimer: To ensure compliance with IRS Rules, any U.S. federal tax advice provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (i) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer under the Internal Revenue Code, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction addressed herein.