Account Value Information

All account value information given is FOR ILLUSTRATIVE PURPOSES ONLY. The totals and returns shown on the previous pages of this educational calculator do not represent returns for any particular investment, nor do they imply your future results will be similar. The value of your investments will fluctuate with market conditions. Withdrawals may be subject to income taxes.

How Much Should I Save?

The out-of-pocket and annual tax savings information is based on an annual salary of $50,000, after federal income taxes of 15%. No state income taxes assumed.

How Much Can I Withdraw?

The monthly amount you could withdraw information assumes an annual increase in your payment of 3% to compensate for inflation. Please note, actual inflation rate may vary year to year. Withdrawals may be subject to income taxes. Amount shown on the page is before any federal or state income taxes (if any) are applied.

How Long Will My Money Last?

When the page shows "ongoing" versus an actual number, this implies that your balance will last indefinitely with this combination of withdrawals and earnings. Assumes an annual increase in your payment of 3% to compensate for inflation. Please note that the actual inflation rate may vary from year to year. Withdrawals may be subject to income taxes. Amount shown on page is before any federal or state income taxes (if any) are applied.