Living in Retirement Calculator

Use this worksheet to see how well your current retirement strategy is working, and use the results to refine your strategy accordingly.

Some tips for filling out the worksheet:

  • Input your data in today's (current) dollars. This calculator is designed to take into account the effects of inflation.
  • For some fields, we've provided default inputs – you are welcome to edit these if you wish.

About You



Your Retirement Investments


Is Pension Indexed for Inflation?  


  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value