Retirement Planning
Results
This scenario may help you understand how much you'll need to save for retirement based on your inputs.
Average
$993,265
80% Rule
Without Social Security:
$1,229,796
With Social Security:
$737,878
10x Salary Rule
Without Social Security:
$1,000,000
With Social Security:
$600,000
25x Expenses
Without Social Security:
$750,000
With Social Security:
$450,000
Retirement Savings Comparison
Related Content
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.