Am I saving enough? What can I change?
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Personal information
YouSpouse
Current age
Yearly income
$$
Age at retirement
Monthly wages after retirement
$$
For how many years

Social Security benefits
Age you will claim Social Security benefits

Monthly benefits are
$$

Pension or defined-benefit plan
Monthly pension payment
$$
Years you will receive payments
No payments adjusted for inflation
First payment adjusted for inflation
Rest of payments adjusted for inflation
All payments adjusted for inflation

Your projections
Inflation on your expenses
%
Yearly rate of growth in income
%
Life expectancy
Your state + federal tax rate before retirement
%
Your state + federal tax rate after retirement
%

Your projected monthly living expenses at retirement
Years requiredMonthly expenses
Initial living expenses
$
Intermediate living expenses
$
Remainder of retirement
$

Your future, one-time investments
Amount investedRate of returnYears until you invest
Investment #1
$%
Investment #2
$%


Your monthly savings (taxable accounts)
Current balanceRate of returnMonthly investmentYears to start
Account #1
$%$
Account #2
$%$

Your monthly savings (tax-advantaged accounts)
Current balanceYour monthly* investmentEmployer's monthly* investmentCurrent return rate
401(k)
$$$%
Roth 401(k)
$$%
SEP
$$$%
SIMPLE
$$$%
Keogh
$$$%
Traditional IRA*
$$%
Roth IRA*
$$%
Other
$$%

Your spouse's monthly savings (tax-advantaged accounts)
Current balanceYour monthly* investmentEmployer's monthly* investmentCurrent return rate
401(k)
$$$%
Roth 401(k)
$$%
SEP
$$$%
SIMPLE
$$$%
Keogh
$$$%
Traditional IRA*
$$%
Roth IRA*
$$%

* For IRAs, please input a yearly, not monthly, contributed amount.


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