Living in Retirement Calculator

Use this worksheet to see how well your current retirement strategy is working, and use the results to refine your strategy accordingly.

Some tips for filling out the worksheet:

Input your data in today's (current) dollars. This calculator is designed to take into account the effects of inflation.
For some fields, we've provided default inputs – you are welcome to edit these if you wish.

About You

Current Age

Remaining Years in Retirement

Federal Tax Rate

State Tax Rate

2013 Federal Income Tax Brackets and Rates

Single Return

Married Filing Jointly Return

Federal Tax Rate

$0 – $8,925

$0 – $17,850

10%

$8,925 – $36,250

$17,850 – $72,500

15%

$36,250 – $87,850

$72,500 – $146,400

25%

$87,850 – $183,250

$146,400 – $223,050

28%

$183,250 – $398,350

$223,050 – $398,350

33%

$398,350 – $400,000

$398,350 – $450,000

35%

Over $400,000

Over $450,000

39.6%

Your Retirement Investments

Desired Annual Income

Current Tax-deferred Investments

Anticipated Rate of Return for Tax-deferred Investments

Current Taxable Investments

Anticipated Rate of Return for Taxable Investments

Current Monthly Social Security Benefit

Current Monthly Pension Benefit

Is Pension Indexed for Inflation?

Yes No

Average Annual Rate of Inflation

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Not FDIC Insured
No Bank Guarantee
May Lose Value

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