This calculator is provided for educational purposes only and does not serve, either directly or indirectly, as legal, financial or tax advice. You should always consult with your financial planner, attorney and/or tax advisor as needed.
Results and analyses are based exclusively on information provided by you and no assumptions are made as to your particular situation. Projection is hypothetical in nature and not predications or guarantees. All investments carry a degree of risk and past performance is not a guarantee of future results. Asset allocation and diversification do not ensure a profit and do not protect against loss in declining markets. You should discuss rolling money from one account to another with your financial advisor/planner considering any potential fees and/or limitation of investment options.
Please click below to acknowledge and review the following disclaimer:
Before you can use this program, you must review disclaimer and select the check box.
Your expected retirement age is the age at which you will no longer be working and will begin taking distributions from your retirement account. If you are currently retired, enter the age at which you expect to start receiving distributions from your retirement account.
The Life Expectancy Calculator is based on the Life Expectancy Tables in the IRS publication 590.