Select a Version of the Calculator
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.