Pre-Retirement Savings Forecasting Tool

Welcome to the Pre-Retirement Savings Forecasting Tool

With this application, you will be able to answer fundamental questions about how much retirement savings you can expect when you start your retirement.

Current and Expected Savings

Please enter current values for your retirement savings.

Please enter information about yourself. For registered users, this model uses data from your profile. + Expand/Shrink

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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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Please review and modify your savings horizon, asset allocation, glide path and marginal tax rates. + 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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Please review and modify options to simulate stock and bond market returns, as needed. Volatility and correlation values are only used if geometric Brownian motion simulation is selected. Bootstrapping simulation infers this data from stock/bond returns and inflation from 1989 - 2021. + Expand/Shrink

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