SmartRetireCalc

Retirement details

Current age ? Retirement age ?

End age ? Filing status ?

Pretax (401k / IRA) ? Roth ? Taxable ?

Annual spending (today) ?

Social Security annual (you) ? SS start age (you) ?

Inflation ? Return (pre-ret) ? Return (post-ret) ?

Strategy ?

Fixed annual amount ? Fill-to rate (e.g. 0.12) ?

Enable RMDs ? RMD start age override (optional) ?

Educational estimates only. See Disclaimer.

Retirement projection

Hover the chart to see balances by age

How did we calculate this?

Ending balance

$—

Lifetime taxes

$—

X-axis = Age • Y-axis = Total balance