This retirement calculator helps you determine how much you can save for your retirement and the likelihood of how long your retirement savings will last based on what you currently have saved and how much you plan to contribute each year. By changing the various inputs such as "Annual Contributions," "Asset Allocation," or "Annual Expenses," you can gauge the length of time that your assets may last during retirement.
Based on your retirement savings plan with a Moderate investment asset allocation; to retire at age 65 with annual expenses in today's dollars of $75,000, your plan is projected to be on track in meeting your retirement goals. The average ending total balance of your retirement portfolio is projected to be $2,065,942.
| Conservative | Moderate | Aggressive |
- Increase your annual savings
- Retire later
- Reduce the amount you need during retirement
- When you retire, supplement your income with part-time work
- Put more assets into your retirement (e.g., downsize your house)
Calculations & Assumptions
This calculator is for informational purposes only and should not be considered investment advice. Scottrade is not responsible for the consequences of any decisions or actions taken as a result of information provided by this tool. Scottrade is not responsible for any human or mechanical errors or omissions. Please consult a tax, legal, or financial advisor with questions regarding your investment objectives and personal tax or financial situation.
IMPORTANT: The projections or other information generated by the Retirement Calculator calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
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Investors should consider the investment objectives, risks, charges, and expenses of mutual fund carefully before investing. A prospectus contains this and other information about the fund and is available through www.scottrade.com or through a Scottrade branch office. The prospectus should be read carefully before investing. No transaction fee (NTF) funds are subject to the terms and conditions of the NTF funds program. Scottrade is compensated by the funds participating in the NTF program through recordkeeping, shareholder, or SEC 12b-1 fees.
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