Announcing

Retirement Budget Calculator Pro!

Our Biggest Update Ever!

Retirement Budget Calculator Pro is more powerful and easier to use than ever, helping you achieve your goals and live the life you want!

Completely redesigned , easy to use interface
Advanced visualizations of your retirement plan
Retirement Optimizer to fine-tune your plan
Retirement Intelligence now available 24/7

Will you be
ready to retire?

Retirement Budget Calculator can help you estimate your budget, life expectancy, net worth, taxes, withdrawal strategies, Roth conversions and ultimately answer the question: can I retire?

Why

Live the life you want with confidence!

Retirement planning involves
tough questions
How much money do I need to retire?
What impact will inflation have on my spending?
When should I start Social Security?
How long will my retirement savings last?
Retirement budget calculator
has the answers
Project how much you will need in retirement.
Simulate different scenarios, including portfolio.
See the impact of different withdrawal strategies.
Create a cash flow plan.
WHAT

What is Retirement Budget Calculator?

Retirement Budget Calculator is an easy-to-use tool designed to help you make the best decisions so that you can achieve your goals and live the life you want!

Clarity

Organize your financial information and maximize your retirement readiness by entering your information in four simple steps.

Confidence

When you start the retirement planning process with a strong spending plan, you'll easily see if you have saved enough money to retire with confidence.

Freedom

A plan creates freedom: freedom from worry, freedom from greed, and freedom to pursue the relationships and interests that are most important.

Testimonial
"Love the calculator"

Love the calculator. It is the best out there and makes the planning for my upcoming retirement so much easier, great work!

Dale
HOW

Retirement planning got Even Easier!

FREE Features
Dashboard

Your basic retirement picture at a glance!

Time

Determine your retirement timeline based on your age, gender, and expected retirement date.

Assets & Liabilities

Track your assets and liabilities as you head toward retirements.

Retirement Budget

Create a detailed retirement budget to determine your retirement savings needs.

Premium Features
Premium Dashboard

Your full retirement picture at a glance!

Tax Estimator

Your Federal 1040 tax estimate.

Retirement Optimizer

Create different scenarios to compare and optimize your retirement plan

Retirement Intelligence

Our AI Retirement Assistant (Finn) is available 24/7 to answer your retirement questions

RBC Community

Exclusive access to valuable posts, videos and content!

Testimonial
"I am enthralled!"

I have been using your program and I am enthralled.  I have looked about 40 different retirement programs but never found one with such specificity and predictability.   PS You might want to know that you won the rock retirement club survey of the best calculators!

Vin
BENEFITS

Retirement Guidance
and Updates

Helping you make the most of your retirement, giving you the freedom and confidence to secure your future.

12 Surprising Lessons Every New Retiree Needs to Know
12 Surprising Lessons Every New Retiree Needs to Know

The blog post outlines 12 surprising lessons that retirees often encounter as they transition into retirement.

Managing Market Volatility: Insights and Strategies from 20 Years of Data
Managing Market Volatility: Insights and Strategies from 20 Years of Data

In this blog post, we explore the importance of managing expectations and embracing market volatility by analyzing 20 years of data from the Russell 3000 Index. Through a historical lens, we highlight how understanding past market trends can help investors maintain a balanced perspective, avoid emotional decision-making, and stay committed to long-term financial goals. The post emphasizes the value of realistic expectations, diversification, and having a solid financial plan to navigate the inevitable ups and downs of the stock market with confidence.

Investing In Retirement
Investing In Retirement

How to develop an investment strategy for retirement

12 Surprising Lessons Every New Retiree Needs to Know

The blog post outlines 12 surprising lessons that retirees often encounter as they transition into retirement.

Lump Sum or Pension: How to Make the Right Choice for Your Retirement

This blog post explores the critical decision retirees face between taking a lump sum or opting for a pension. It emphasizes the importance of evaluating this choice within a comprehensive retirement cash flow plan, considering factors like guaranteed income, inflation, life expectancy, and investment management. Using tools like the Retirement Budget Calculator and a specialized spreadsheet, the post guides readers through creating and comparing different scenarios to make an informed decision. Ultimately, it stresses the need to make this choice in the context of your overall financial goals and comfort with managing investments.

How Much Do I Need To Retire? The Ultimate Guide

When it comes to retirement planning, there are a lot of factors to consider. How much money do you need to retire? What will your monthly expenses be? How long will your retirement savings need to last? These are all important questions that need answers. In this article, we will provide an in-depth guide on how to calculate how much money you need for retirement.

Retirement Benchmarks

Retirement Benchmarks allow you to review your financial information and compare it with standard benchmarks so that you can accurately assess how prepared for retirement you are.

As seen and heard on: