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Couples should base the 'Number of years left to retire' and 'Expected duration of retirement' based on the first to retire.
Allowed maximum value is 40 years and minimum value is 0 year(s).
Allowed maximum value is 50 years and minimum value is 0 year(s).
Living expenses during retirement (in today's $s)
This is the estimate of your housing expenses including property taxes if you were to retire today. For renters, this would be the monthly rent plus any associated monthly fees.
Allowed maximum value is $400,000 and minimum value is $0.
Expected liabilities during retirement
Allowed maximum value is $5,000,000 and minimum value is $0.
Allowed maximum value is $4,000,000 and minimum value is $0.
Amount to be left for loved ones at the time of your death. This amount is not in today's dollars.
Allowed maximum value is $10,000,000 and minimum value is $0.
Retirement savings
Allowed maximum value is $40,000 and minimum value is $0.
Allowed maximum value is $40,000 and minimum value is $0.
Income from Social Security and pensions
Allowed maximum value is $40,000 and minimum value is $0.
Allowed maximum value is $10,000 and minimum value is $0.
Economic and market factors
The historical annual average rate of inflation since the 1920s has been 3%.
Allowed maximum value is 20% and minimum value is 0%.
For a long term investment (10 years or more), an aggressive investor might choose 10%, a moderate investor might choose 8%, and a conservative investor might choose 6%.
Allowed maximum value is 20% and minimum value is 0%.
