Retirement Calculators

Run a quick and basic calculations on how much you have and how much you need for retirement

Calculators

Simple calculators like the below are great to give you a quick “direction” to head in, but you’ll need a detailed map on how to reach your retirement destination.

A Retirement Income Projection Analysis (RIPA), coupled with a comprehensive plan, is the best combination of data-driven retirement planning a person can have as they start their retirement journey.

Click to expand any tab and give them a moment to load.

Target Your Retirement

Target Your Retirement is an interactive calculator that helps near retirees develop a simplistic plan for maintaining their standard of living in retirement. With user inputs, the program calculates an income target and estimates how close the user is to hitting it. Target then lets users adjust three powerful levers – controlling spending, working longer and tapping home equity – to help meet their goal.

Simply click on the image below to access the FREE tool.

retirement calculator

Behaviors That Can Ruin Your Retirement

Curious Behaviors That Can Ruin Your Retirement is an interactive program on behavioral impediments to retirement planning. A host leads users through exercises designed to create an “Aha!” moment as they relate to the behaviors. The host then explains how the behavior can hinder retirement planning and how to cope with it. Users can then go to a “Learn More” page with additional information in various media formats.

Simply click on the image below to access the FREE tool.

retirement calculator