Retirement Readiness Calculator

Find out if you're on track to retire comfortably with our comprehensive analysis.

Your Details

35
1880
65
5080
90
66100

Savings & Investments

$
$

Retirement Income

$

In today's dollars

$
67
6270
$

Pension, rental income, etc.

Market Assumptions

Return

7.0%

Volatility

12.2%

Risk

moderate
%

Compare portfolios

100%

100% Ready

You're on track to have $2,782,686 at retirement, versus a target of $1,717,712.

Projected Savings

$2,782,686

Required Nest Egg

$1,717,712

Years Funded

25 years

Monthly Income

$13,595

Savings Projection

Monte Carlo Simulation

500 iterations

Run a simulation using the Classic 60/40 risk profile to test your plan against random market scenarios.

Advanced uses fat tails, regime switching, and 10,000 iterations

AI Insights

3 remaining today

Get personalized analysis of your financial scenario with actionable recommendations.

Understanding Your Score

Readiness Score

Compares projected savings at retirement against the nest egg needed through your life expectancy. A score of 100 means exactly enough; above 100 means a surplus.

Monte Carlo Analysis

Runs thousands of randomized market scenarios using historical data, giving you a probability of success rather than a single fixed-return projection.

Tips to Improve Your Score

  • Increase annual contributions, even small amounts
  • Delay retirement 1-3 years for dramatically better outcomes
  • Claim Social Security at 70 for +8%/year in benefits
  • Reduce retirement expenses or consider geographic arbitrage