Retirement Income Calculator by ETFMathGuy.com

Welcome to the Optimal Retirement Income Calculator

With this application, you will be able to answer fundamental questions about your retirement.

Here is a short list of calculator features. + Expand/Shrink

Plan Inputs

Please enter current or estimated values for your retirement plan.

Please enter information about yourself. For registered users, this model uses data from your profile. Also, please enter information about your future AFTER-TAX income needs. This calculator ensure this need is met over your retirement horizon using all available assets and other income sources that you enter below. + Expand/Shrink

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years

Please enter information about your spouse or domestic partner. If you do not have one, please skip to the next table. + Expand/Shrink

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years

Please enter information about your retirement savings accounts. + Expand/Shrink

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$
$
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%

Please enter information about your spouse's accounts. If you do not have a spouse, please disregard this information, as these values will have no impact on your retirement income plan. + Expand/Shrink

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$

Please enter information about your other income sources. + Expand/Shrink

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$

Please enter information about your spouse's other income sources. If you do not have a spouse, please disregard this information, as these values will have no impact on your retirement income plan. + Expand/Shrink

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$

Please select other tax-related information. + Expand/Shrink

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%

Please review and modify future rates based on their long-term historical norms, if needed. + Expand/Shrink

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Thank you for using our retirement income calculator. If you see any issues you would like to report, please send us your feedback!

ETFMathGuy is a subscription-based education service for investors interested in tax-efficient investing with ETFs