Calculators
Retirement Needs Calculator

We all look forward to the day when we can step off the "work treadmill." This tool will let you put some concrete expectations to your retirement lifestyle and help you determine if you're on track to achieve that goal.

Note: This calculator is a Java applet and may not be optimized for some versions of browsers developed for the Apple Macintosh operating system.



Loading Error: Java Not Installed.This calculator requires Java VM in order to operate. Your browser either has Java VM turned off, or it is not properly installed. To turn Java VM on, check your browser settings. If you do not see Java VM as an option in your browser settings, you can download it from Sun Microsystems by going to http://www.java.com/en/index.jsp.

How?
Answer each of the questions presented in the tool to the best of your knowledge, and then select "Continue." Select "Calculate" after you have finished entering your values. When your result is displayed, you may click the "What You Expect" and "Regular Additions" tabs to click and drag slider buttons to adjust your original inputs, or choose "Back" to manually alter the values.

The links on the calculator inputs provide access to a help screen that explains each of the input fields. You may also access the help screen by clicking on the help icon in the upper right hand corner.

This analysis is based solely on the information provided by you. All examples, if any, are hypothetical and for illustrative purposes and do not represent current or future performance of any specific investment. No guarantees are made as to the accuracy of any projection. This information does not serve, either directly or indirectly, as legal, financial or tax advice, and you should always consult a qualified professional legal, financial and/or tax advisor when making decisions relative to your individual tax situation. All investments carry a degree of risk, and past performance is not a guarantee of future results. Generally speaking, the greater the return, the greater the risk.