Retirement Planning Calculator

  1. Background
  2. Estimates
  3. Investments I
  4. Investments II
  5. Results

Detailed Analysis — Background

1. Year of Birth

2. Current Annual Salary Before Taxes

3. Current Federal Tax Bracket

Federal Tax Bracket

Not sure what your tax bracket is? Review the tax table.

To reset the calculator, click Start Over.

This calculator is for illustrative purposes only and is not intended to provide investment advice or portray actual investment results. Your financial situation and goals may change, so you might want to revisit the calculator at least once a year. Be sure to discuss your results with your financial professional.

The calculator does not take certain factors into account, including early withdrawal penalties, required minimum distributions and holding periods. Regular investing does not ensure a profit or protect against loss. Hypothetical annual rates of return are not intended to reflect actual results; your results may vary based on market conditions. The calculator compounds earnings annually and assumes that withdrawals are made at the beginning of the year.

This analyzer was developed by KJE Computer Solutions, which is not affiliated with American Funds. It is intended for use in making a rough estimate of retirement savings plans. We do not guarantee the accuracy of the results or their relevance to your particular circumstances.