ABOUT THIS TOOL

Retirement planning should feel understandable.

A straightforward way to explore how everyday financial choices could shape your retirement.

Retirement planning can feel complicated, especially when small changes today can have a big effect decades from now.

This site makes those tradeoffs easier to see. Change an input, compare the result, and learn which choices could make the biggest difference for your retirement.

PROJECT YOUR PLAN

Will your money last?

Estimate your portfolio at retirement, follow the balance year by year, and see whether the plan remains funded through your life expectancy age.

Project my retirement →

FIND A SAVINGS RATE

How much might you save?

Work backward from the retirement lifestyle and ending balance you want to estimate the percentage of salary needed each year.

Find my savings rate →

Questions and feedback

If you have a question, notice a problem, or have an idea for improving the calculator, email wealthytoolkit@gmail.com.