Retirement Services

Underwritten by United of Omaha Life Insurance Company or Companion Life Insurance Company

Are My Current Retirement Savings Sufficient?

One method of retirement planning is to project what you are currently saving and have accumulated to date and see if you will have enough to meet your retirement objectives. Use this calculator to determine when/if the money will run out during retirement and it will recommend additional savings if required.

Retirement Savings and Assumptions
Your current age
Current annual income
Spouse's annual income (if applicable)
Current retirement savings balance
Current annual savings amount
Current annual savings increases: (%)
Expected inflation: (%) help
Desired retirement age
Number of years of retirement income
Income replacement at retirement: (%)
Pre-retirement investment return: (%) help
Post-retirement investment return: (%) help
Include social security benefits?
Marital status
 

For informational purposes only. Should not be construed as legal or investment advice, a promise of benefit or guarantee of investment performance.

This calculator is designed to be an informational and educational tool only. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results. We encourage you to review your investment strategy periodically as your financial circumstances change.