Free retirement planning tools

Plan a retirement budget you can actually use

Retirement Budget helps you estimate the numbers that matter: income, spending, savings, taxes, required distributions, and withdrawal strategy.

Retirement snapshot

Sample planning dashboard

On track

Monthly income

$7,420

Monthly expenses

$5,860

Savings coverage84%
Tax planning68%

Budget your retirement lifestyle

Estimate housing, healthcare, food, travel, taxes, and everyday spending before you leave work.

Project savings and income

Model 401(k), IRA, Roth IRA, brokerage, Social Security, pension, and rental income in one plan.

Stress test withdrawals

Compare income needs, inflation, returns, and withdrawal assumptions so your plan is easier to adjust.

Start with the full planner

One calculator for the core retirement budget

The retirement budget calculator brings the biggest planning inputs together so readers can move from rough guesses to a usable monthly plan.

Open retirement budget calculator
Monthly retirement spending
Social Security and pension income
Savings, investments, and real estate
Taxes, RMDs, and withdrawals