This is an estimate of your account balance at retirement, based on steady annual contributions and a constant rate of return.
This worksheet provides estimates based on certain assumptions. It is not intended to provide specific investment advice. The results are not a guarantee of performance. The rate of return on investments will vary over time, particularly for longer-term investments. Investments that offer the potential for high returns also carry a high degree of risk. Actual returns may vary.
What your current annual expenses may equal at retirement, adjusted for inflation.
A projection of your account balance at retirement, based on your inputs.
Assumes inflation-adjusted withdrawals each year during retirement.
This is a hypothetical example used for illustrative purposes only. Expected pre-retirement and post-retirement rates of return will vary over time. Investing involves risk, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.