September 23, 2026

Retirement Income Projection

Projection Inputs

Ages Current Age Retirement Age Plan to Age Your planning horizon

Portfolio Current Portfolio ($) Monthly Contribution ($) Until retirement

Return Rates (Annual %) Pre-Retirement Return (%) Base case; Conservative = −2.0% offset Post-Retirement Return (%) Base case; Conservative = −1.5% offset

Spending Monthly Spending in Retirement ($) In today's dollars; inflation-adjusted in projection

Account Type

Effective Tax Rate (%) Used to gross up withdrawals

Social Security SS Start Age Monthly SS Estimate ($) Auto-filled from SS start age; edit to override

▶ Recommended Scenario
— advisor-specified parameters

These override the corresponding base inputs for the Recommended scenario only. All other assumptions (inflation, account type, pension, etc.) are inherited from above.

Retirement Age Monthly Contribution ($) Until recommended retirement age Pre-Retirement Return (%) Post-Retirement Return (%) Monthly Spending in Retirement ($) In today's dollars SS Start Age Monthly SS Estimate ($) Auto-filled from SS start age; edit to override

▶ Advanced: Inflation & Pension

Inflation Rate (%) Monthly Pension / Fixed Income ($) Pension Start Age

Enter your inputs and click Run Projection to see the chart.

Projections are illustrative only and do not guarantee future results. Return rates and inflation are assumed constant over the horizon. Social Security estimates are approximations. Tax gross-up uses a single effective rate; actual tax liability will vary. This tool does not constitute investment, tax, or legal advice.

Retirement Income Projector

Retirement Income Projection