This part estimates a target retirement “nest egg” based on your expected lifestyle, investment returns, and inflation. It also projects your future savings from now until retirement, using your current savings and the percentage of income you plan to save. The result shows whether you are on track or facing a shortfall.
This part starts with a specific savings goal at retirement and calculates different ways to reach it: saving every month, saving once per year, or making a lump-sum deposit today. It also shows how much of your future balance comes from your own contributions versus investment growth.
This part projects the value of your retirement savings at your planned retirement age based on your current balance and ongoing contributions. Then it estimates how much you could withdraw each month through retirement, under two scenarios: keeping a constant purchasing power (withdrawals grow with inflation), or withdrawing a fixed dollar amount every month.
This part takes a starting balance, a fixed monthly withdrawal, and an assumed investment return to estimate how long the money could last. It also shows a quick table with alternative schedules: how much you would need to withdraw for your money to last a specific number of years.