Retirement Investment Calculator
Investments:
Please select at least one of the following options to bring up a requested calculation.
Salary Format
Default is Average Salary if none are selected.
Your Retirement Description
| Before Retirement |
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Birth Year:
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Current Year:
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Retirement Age:
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Yearly Salary:
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Average Salary Increase(%):
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Average Inflation%:
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After Retirement |
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Tax Rate:
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| Adjustable Salary | |
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| Year 0 Salary: | | | Year 1 Salary: | | | Year 2 Salary: | | | Year 3 Salary: | | | Year 4 Salary: | | | Year 5 Salary: | | | Year 6 Salary: | | | Year 7 Salary: | | | Year 8 Salary: | | | Year 9 Salary: | | | Year 10 Salary: | | | Year 11 Salary: | | | Year 12 Salary: | | | Year 13 Salary: | | | Year 14 Salary: | | | Year 15 Salary: | | | Year 16 Salary: | | | Year 17 Salary: | | | Year 18 Salary: | | | Year 19 Salary: | | | Year 20 Salary: | | | Year 21 Salary: | | | Year 22 Salary: | | | Year 23 Salary: | | | Year 24 Salary: | | | Year 25 Salary: | | | Year 26 Salary: | | | Year 27 Salary: | | | Year 28 Salary: | | | Year 29 Salary: | | | Year 30 Salary: | | | Year 31 Salary: | | | Year 32 Salary: | | | Year 33 Salary: | | | Year 34 Salary: | | | Year 35 Salary: | | | Year 36 Salary: | | | Year 37 Salary: | | | Year 38 Salary: | | | Year 39 Salary: | | | Year 40 Salary: | | | Year 41 Salary: | | | Year 42 Salary: | | | Year 43 Salary: | | | Year 44 Salary: | | | Year 45 Salary: | | | Year 46 Salary: | | | Year 47 Salary: | | | Year 48 Salary: | | | Year 49 Salary: | |
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Market Retirement Securities:
| 401K |
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Current Value of 401K:
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Percent You Contribute:
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Percent Your Company Contributes:
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Average Rate of Return:
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Average Rate of Return after Retirement:
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| Roth 401K |
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Current Value of 401K:
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Percent You Contribute:
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Percent Your Company Contributes:
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Average Rate of Return:
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Average Rate of Return after Retirement:
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| B Fund |
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Start Value:
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Contribution %:
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Rate of Return:
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Rate of Return in Retirement:
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| IRA |
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Current Value of IRA:
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Percent You Contribute:
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Average Rate of Return:
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Average Rate of Return after Retirement:
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| Roth IRA |
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Current Value of IRA:
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Percent You Contribute:
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Average Rate of Return:
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Average Rate of Return after Retirement:
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Annuities:
| Social Security |
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Annual Annuity:
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At Retirement - Compounded Monthly
| 401 K Total ($) |
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| Roth 401K Total ($) |
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| IRA Total ($) |
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| Roth IRA Total ($) |
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| B Fund Total ($) |
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Annuities: |
| A Fund Total ($) |
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| Social Security Total ($) |
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Total: |
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