CALCULATORS EVALUATE  CHANCES  OF  GUARANTEED  LIFETIME  INCOME USE  THIS  CALCULATOR  IF...
  
Basic
  Single
Free retirement calculator for risk valuation level 'Basic' Pre-retirement
Free retirement calculator for risk valuation level 'Basic' Post-retirement
Free retirement calculator for risk valuation level 'Basic' Lifetime
  Family
Free retirement calculator for risk valuation: level 'Basic' Pre-retirement
Free retirement calculator for risk valuation: level 'Basic' Post-retirement
Free retirement calculator for risk valuation: level 'Basic' Lifetime
 
Advanced
  Single
Free retirement calculator for risk assessment: level 'Advanced' Pre-retirement
Free retirement calculator for risk assessment: level 'Advanced' Post-retirement
Free retirement calculator for risk assessment: level 'Advanced' Lifetime
  Family
Free retirement calculator for risk assessment: level 'Advanced' Pre-retirement
Free retirement calculator for risk assessment: level 'Advanced' Post-retirement
Free retirement calculator for risk assessment: level 'Advanced' Lifetime
 
Expert
  Single
Free retirement calculator for risk analysis: level 'Expert' Pre-retirement
Free retirement calculator for risk analysis: level 'Expert' Post-retirement
Free retirement calculator for risk analysis: level 'Expert' Lifetime
  Family
Free retirement calculator for risk analysis: level 'Expert' Pre-retirement
Free retirement calculator for risk analysis: level 'Expert' Post-retirement
Free retirement calculator for risk analysis: level 'Expert' Lifetime
 
Client:  Retirement planning risk analysis: client 'Single'  Single
Phase: Retirment calculator - risk valuation: phase 'Pre-retirement' Retirment calculator - risk valuation: phase 'Post-retirement'  Lifetime (pre-retirement + post-retirement)
Level: Retirment calculator collection - risk valuation: level 'Expert'  Expert
 
Edit and run
Current age (years)
Age of retirement (years)
Contribution rate (%)
Project duration (years)
Investment tax rate (%)
Gender M F
Annual income ($)
Current amount ($)
SSB+Annual pension ($)
Retirement spending ($)
Income tax rate (%)
Average salary growth above inflation
Unemployment factor
 
Age milestones for asset allocation
Phase Ages
Pre-retirement:
Post-retirement:
 
Capital market return assumptions templates
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  • You are preparing a retirement project for an individual person (client), 
    • &
  • Client currently has sustainable income, 
    • &
  • Client is interested in both the saving (accumulation) and spending (post-retirement) phases, 
    • &
  • Client wants to select the most suitable asset allocation from multiple asset classes, evaluate the quality of the proposed asset allocation's dynamic, and use other advanced options.