Can I Afford to Retire at 60?

Test whether your portfolio can bridge the 60-to-Social-Security gap and last through age 92+.

Current age

Total retirement savings today

Additional annual savings until retirement

Annual spending needed in retirement (today's dollars)

Expected Social Security at 67 (combined if married)

Other guaranteed income (pension, annuity)

Expected annual return (net of inflation)

5%

Planning horizon (age you want funds to last to)

92

Verdict

–

Portfolio at 60

–

Portfolio needed at 60

–

Bridge yrs (60 to SS)

7

Bridge withdrawal / yr

–

Post-SS withdrawal / yr

–

Surplus / shortfall at end

–

Includes bridge-year strategy and Social Security timing options.

Ready to See What a Clear Plan Could Look Like for You?

If you’ve got 20 minutes and want an honest conversation about your retirement income and tax picture, let’s find out if we’re the right fit.