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Retirement Planning Calculator

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

Detailed Analysis — Investments — 2 of 2

13. Taxable Investments You Expect to Use for Retirement Income

Enter combined amounts for all investments in each category.

Current Dollar Value Estimated Future Annual Contributions Years to Contribute Hypothetical Growth Rate Before Retirement
Stocks $ $
Bonds $ $
Savings Accounts/CDs $ $
Stock Mutual Funds $ $
Bond Mutual Funds $ $
Money Market Funds $ $
Other $ $

14. Fixed Assets You Expect to Use for Retirement Income

Enter combined amounts for all assets in each category.

Current Dollar Value Hypothetical Growth Rate Before Retirement
Real Estate $
Other $

Keep Non-Retirement Assets Separate

Don’t enter investments that aren’t earmarked for retirement income, such as your home or college savings.

15. Hypothetical Growth Rate of All Investments After Retirement

The calculator will apply one overall average growth rate to all of your investments during retirement.

Post-Retirement Growth Rate

Retirees often choose to invest more conservatively.

Information for Your Results Page

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.