Account Balance at Retirement

Select the balance closest to what you expect to have for your account balance at retirement.

Monthly Withdrawals *

Check the row that matches the number of years you plan on being retired to see the monthly amount you could withdraw* if your average annual investment return was 2%, 4% or 6%.


Years Average Annual Investment Return
2% 4% 6%
10 Sample Sample Sample
15 Sample Sample Sample
20 Sample Sample Sample
25 Sample Sample Sample
30 Sample Sample Sample
35 Sample Sample Sample
40 Sample Sample Sample
Years Average Annual Investment Return
2% 4% 6%
10 $157.90 $175.70 $194.51
15 $102.68 $119.94 $138.73
20 $75.10 $92.09 $111.12
25 $58.58 $75.41 $94.78
30 $47.59 $64.31 $84.07
35 $39.76 $56.40 $76.58
40 $33.90 $50.48 $71.09
Years Average Annual Investment Return
2% 4% 6%
10 $315.79 $351.39 $389.03
15 $205.36 $239.87 $277.46
20 $150.20 $184.18 $222.25
25 $117.16 $150.81 $189.57
30 $95.18 $128.61 $168.15
35 $79.51 $112.79 $153.16
40 $67.80 $100.96 $142.18
Years Average Annual Investment Return
2% 4% 6%
10 $473.69 $527.09 $583.54
15 $308.03 $359.81 $416.19
20 $225.30 $276.26 $333.37
25 $175.74 $226.22 $284.35
30 $142.77 $192.92 $252.22
35 $119.27 $169.19 $229.74
40 $101.70 $151.44 $213.27
Years Average Annual Investment Return
2% 4% 6%
10 $631.59 $702.78 $778.06
15 $410.71 $479.74 $554.92
20 $300.40 $368.35 $444.49
25 $234.32 $301.62 $379.13
30 $190.36 $257.22 $336.30
35 $159.03 $225.58 $306.32
40 $135.59 $201.92 $284.36
Years Average Annual Investment Return
2% 4% 6%
10 $789.49 $878.48 $972.57
15 $513.39 $599.68 $693.65
20 $375.50 $460.44 $555.62
25 $292.90 $377.03 $473.92
30 $237.94 $321.53 $420.37
35 $198.78 $281.98 $382.90
40 $169.49 $252.40 $355.45
Years Average Annual Investment Return
2% 4% 6%
10 $1,381.60 $1,537.33 $1,702.00
15 $898.43 $1,049.44 $1,213.89
20 $657.13 $805.77 $972.33
25 $512.58 $659.80 $829.36
30 $416.40 $562.68 $735.65
35 $347.87 $493.46 $670.07
40 $296.61 $441.69 $622.03
Years Average Annual Investment Return
2% 4% 6%
10 $1,973.72 $2,196.19 $2,431.42
15 $1,283.47 $1,499.19 $1,734.13
20 $938.76 $1,151.10 $1,389.04
25 $732.26 $942.57 $1,184.80
30 $594.86 $803.82 $1,050.93
35 $496.96 $704.94 $957.24
40 $423.73 $630.99 $888.61
Years Average Annual Investment Return
2% 4% 6%
10 $2,960.57 $3,294.29 $3,647.14
15 $1,925.20 $2,248.79 $2,601.19
20 $1,408.13 $1,726.65 $2,083.56
25 $1,098.38 $1,413.86 $1,777.19
30 $892.29 $1,205.73 $1,576.40
35 $745.43 $1,057.42 $1,435.86
40 $635.59 $946.48 $1,332.92
Years Average Annual Investment Return
2% 4% 6%
10 $3,947.43 $4,392.38 $4,862.85
15 $2,566.94 $2,998.39 $3,468.25
20 $1,877.51 $2,302.21 $2,778.08
25 $1,464.51 $1,885.14 $2,369.59
30 $1,189.72 $1,607.64 $2,101.86
35 $993.91 $1,409.89 $1,914.48
40 $847.46 $1,261.98 $1,777.23
Years Average Annual Investment Return
2% 4% 6%
10 $7,894.86 $8,784.77 $9,725.70
15 $5,133.88 $5,996.78 $6,936.50
20 $3,755.02 $4,604.41 $5,556.16
25 $2,929.02 $3,770.29 $4,739.18
30 $2,379.45 $3,215.29 $4,203.72
35 $1,987.82 $2,819.78 $3,828.96
40 $1,694.92 $2,523.95 $3,554.45
Years Average Annual Investment Return
2% 4% 6%
10 $15,789.72 $17,569.53 $19,451.39
15 $10,267.75 $11,993.56 $13,873.01
20 $7,510.05 $9,208.82 $11,112.31
25 $5,858.05 $7,540.58 $9,478.36
30 $4,758.89 $6,430.57 $8,407.45
35 $3,975.64 $5,639.56 $7,657.92
40 $3,389.83 $5,047.91 $7,108.90