Financial Planning Tool

Retirement Goals Calculator

Calculate how much capital you need and create a savings plan to achieve financial freedom.

Your Details

1
$
$ /year
2
30 years to retirement
3

Illustrative income strategy. Returns, death benefits and surrender values depend on the selected product and are not guaranteed unless stated in its contract.

4
%
Illustrative assumption only; use a rate supported by the selected portfolio or product

Your Retirement Roadmap

Capital Needed at Retirement

$450,000

To generate $36,000/year passive income at 8%

Yearly Savings

$15,000

Monthly Savings

$1,250

Assuming savings earn 8% return annually.

Ready to build your retirement plan?

This calculator provides estimates for educational purposes only. Actual results may vary based on market conditions, inflation, taxes, and other factors. Please consult a qualified wealth manager for personalized advice.