Select one of two versions of the calculator:

Quick analysis — 4 questions (about 5 minutes)

  • You’ll enter investment information in two basic categories.

  • This version makes assumptions about your situation, including your retirement age, length of retirement, taxes, Social Security benefits, investment growth rates, inflation and raises.

Detailed analysis — 15 questions (about 15 minutes)

  • You’ll be able to enter investment information in 17 subcategories.

  • This version provides more customized results by allowing you to enter more details about your situation.