Retirement Planner with Taxes for a Deferred Retirement Savings Plan

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.

Enter your current income and retirement account values and your assumptions for future needs and tax rates. Based on your information, the calculator will estimate your retirement savings balance and your withdrawals for each year until the end of your retirement. Social Security is calculated on a sliding scale based on your income. Including a non-working spouse in your plan increases your Social Security benefits up to, but not over, the maximum.

Javascript is required for this calculator. If you are using Internet Explorer, you may need to select to 'Allow Blocked Content' to view this calculator.

For more information about these these financial calculators please visit: Financial Calculators from KJE Computer Solutions, LLC

National Life Group^® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.  

This information is intended to be educational in nature, and does not constitute an endorsement or recommendation of any financial product, service or the suitability thereof for you. Calculator results are based on the assumptions you provided. The information provided is not intended to supply professional tax, accounting, financial or legal advice, for which you should seek a personal consultation with a professional provider of such services. This information does not take into account differences between various savings vehicles which may include eligibility requirements, sales charges, surrender charges, tax penalties or mortality and expense charges. It also does not take into consideration lower maximum tax rates on capital gains or dividends which might affect the taxable strategy.

No bank or credit union guarantee | Not a deposit | Not FDIC/NCUA insured | May lose value

Not insured by any federal or state government agency

Guarantees are dependent upon the claims-paying ability of the issuing company.

TC94695(0417)

Cat No 102995d(0417)