DG
DG Financial Coaching
Retirement Projection Tool
For illustrative purposes only. Not financial advice.
Personal
Single
Married
Current age
Life expectancy
Retirement ages to compare
Age 1
Age 2
Age 3
Retirement Accounts
+ Add account
+ Pension
Monthly Cash Flow
Additional monthly savings ($)
Expected spending in retirement ($/mo)
Social Security
Est. monthly benefit at 62 ($)
Est. monthly benefit at 65 ($)
Est. monthly benefit at 67 ($)
Planned SS start age
(can differ from retirement age)
Additional Income Streams
Model a pension, part-time work, rental income, or any other income earned alongside or before your main retirement.
+ Add income stream
Windfalls & Inheritances
+ Add windfall / inheritance
Growth & Withdrawal
Annual growth rate
0.0%
Withdrawal rate
0.0%
Effective tax rate in retirement (%)
0%
Tax rate applies to pre-tax withdrawals only. Roth & HSA withdrawals are tax-free.
Calculate projection
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Spouse — Personal
Spouse current age
Spouse life expectancy
Spouse planned retirement age
Spouse — Retirement Accounts
+ Add account
+ Pension
Spouse — Social Security
Est. monthly benefit at 62 ($)
Est. monthly benefit at 65 ($)
Est. monthly benefit at 67 ($)
Spouse planned SS start age
Survivor Benefits
Model what happens to income if one spouse passes first.
Survivor SS benefit (% of higher earner's benefit)
100% (if claimed at full retirement age)
82.5% (if claimed early)
75%
50% (spousal benefit)
Pension survivor benefit ($)
Assumed age of first passing
Your retirement, projected
Fill in your details on the left and click
Calculate projection
to see your personalized outlook.