MoneyMatters.Retirement Planning Tool.
See whether you're on track to retire when you want — enter your numbers below and the projection updates instantly.
Quick Start
The Retirement Planning Tool monitors and provides a target to ensure you're on the right path — whether you're still working toward retirement or already there.
- Choose Still working or Already retired below, then enter your numbers. Nothing is saved or sent anywhere.
- If still working: see the estimated $ value needed to retire and your projected savings by retirement age. If retired: see whether your current savings sustain your annual spending through your planning horizon.
- This does not take into consideration other forms of income during retirement — Social Security, pensions, inheritance, and trusts would all reduce the total savings you actually need.
- Try adjusting your wage replacement ratio (working mode) or annual spending (retired mode), and your expected investment return, to see how they affect your timeline.
- The key to driving the most value out of this tool and all our tools is establishing a foundational understanding of your financial situation. The next step is to share this information with a trusted financial advisor to help you make the right choices to improve your financial health.