Retirement Scenario Calculator
See how different return assumptions could affect your retirement outlook.
Your Information
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Until retirement
$
In today's dollars
$
At your claiming age
$
%
Scenario Return Rates (Nominal)
Conservative — 5% per year
Moderate — 7% per year
Optimistic — 9% per year
Portfolio Balance Over Time
Conservative (5%)
Moderate (7%)
Optimistic (9%)
Retirement Age
| Age | Conservative | Moderate | Optimistic |
|---|
This calculator provides hypothetical projections for educational purposes only. It does not account for taxes, investment fees, sequence-of-returns risk, or changes in spending patterns.
Actual results will vary. Past performance does not guarantee future results.
For a comprehensive retirement analysis tailored to your specific situation, contact Summit Investments & Financial Planning.
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