27 September 2020

Investment and Retirement Calculator

Enter your current age. Enter the age you plan to retire.

If you were born in 1960 or later, 67 years old is the age in which you can retire with full benefits.

How much have you saved for retirement?

$

This should be the total of all your retirement accounts including 401Ks, IRAs, 403Bs, etc.

How much will you contribute monthly?

$

This is the amount you add to your retirement savings each month. Ideally, you should save 15% of your pay towards retirement.

What do you think your annual return will be?

%

This is the return your investment will generate over time. Historically, the 30-year return of the S&P 500 has been roughly 12%. 1

  • Initial Balance

    $ 0

    0% of Total

  • Contributions

    $ 0

    0% of Total

  • Growth

    $ 0

    0% of Total

Is this the right amount for you? Talk to a financial advisor about how much you’ll need for your retirement plans.

Contact Your Pro Now

  • Saved an extra $100 per month.

    Adds $100 a month in contributions, but creates

    $0

    in additional growth.

  • Gave up daily coffee purchases.

    Adds $128 a month in contributions, but creates

    $0

    in additional growth.

  • Gave up weekly restaurant visits.

    Adds $200 a month in contributions, but creates

    $0

    in additional growth.

Now that you’ve calculated your estimated retirement savings, your next step is to use a SmartVestor Pro to build your custom retirement plan.

Find a Pro NowSmartVestor is an easy, free wayto find investing professionals.

  • Custom retirement and investment plans

  • Real-life, helpful people you can call

  • Hundreds of investment options

  • Zero hard-sell pitches

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