Retirement Planner

Retirement Planner

Planning for an early retirement?
Looking for guidance on managing retirement savings?
How long will my retirement savings last?
When to start receiving Social Security benefits?

Retirement Planner provides:
* A summary view of your retirement savings.
* Detailed views on income and expense during your retirement.
* Interactive chart on your retirement savings.
* Calculation factors:
-- Tax-deferred savings such as IRA, 401(k), 403(b), etc.
-- Tax-free savings such as Roth IRA, 401(k), 403(b), etc.
-- New contributions before retirement.
-- Pension (defined benefit).
-- Social Security.
-- Income tax from distributions.
-- Required Minimum Distribution (RMD).
-- Early withdrawal penalty.

Recent changes:
【New】Adjustment Rate field for Other Income (enable in settings).
• Fixed Other Income monthly to annual conversion error.