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With recent inflation increases and the Fed’s plans to keep raising short-term interest rates to help manage that inflation, some of you may be looking for alternative ways to weather the storm. A Series I Savings Bond may be one option you’re seriously considering if...

Retirement Savings Calculator

Your Current Age?:

Anticipated Retirement Age?:

Current Retirement Savings?:

Annual Interest Rate (ROI)?:

Amount At Retirement?:

Monthly Investment Required:

Number of Contributions:

Total Amount Invested:

Interest Earned:

Est. Final Value:

Last Deposit Date:

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Retirement Savings Calculator — calculate savings required to reach retirement goal

This calculator easily answers the question "Given the value of my current investments how much do I need to save each month to reach my retirement goal?"

The user enters their "Current Age", there expected "Retirement Age", the "Annual Interest Rate (ROI)" (annualized Return on Investment one expects to earn) and "Amount Desired At Retirement".

The calculator quickly calculates the required monthly investment amount and creates an investment schedule plus a set of charts that will help the user see the relationship between the amount invested and the return on the investment. The schedule can be copied and pasted to Excel, if desired.

If you need a more advanced "Retirement Calculator" - one that calculates many more unknowns and one that calculates assuming retirement income and not a final lump sum then try the calculator located here: https://AccurateCalculators.com/retirement-calculator

Currency and Date Conventions

All calculators will remember your choice. You may also change it at any time.

Clicking "Save changes" will cause the calculator to reload. Your edits will be lost.

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© 2023, CBFS. All Rights Reserved. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Cheri Blair Financial Services is a separate and independent entity from Peak Brokerage Services, LLC. CA Insurance License #0B42369.

Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy. Fixed Annuities are long-term insurance contracts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

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I Bonds

Retirement Savings Calculator — calculate savings required to reach retirement goal

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