Expand Financial, LLC
Megan Kroger
630 Lexington Ave.
Mansfield, OH 44907
jbonsall@expandfinancial.com
 
 




Retirement Income Calculator
Retirement Income Calculator

This calculator estimates how long your retirement savings will last based on your forecast of retirement expenses and income.

This calculator is intended for use by those who are in or approaching retirement.

Enter data in the fields below and click the Calculate button to analyze your retirement income. (Note: All dollar entries are annual amounts except Social Security, which is monthly.)


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*Include both taxable and tax-exempt holdings

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*This is an estimate of your annual income needs during retirement

*If selected, will also adjust Social Security benefit

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*Part-time employment, spouse's wages, etc.

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*If you're not in pay status you can obtain an estimate of your future Social Security benefit by going to http://www.ssa.gov/OACT/quickcalc/index.html.

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*Annuities, pensions, etc. Do not include RMDs if the IRA or employer plan balance is included in "savings at retirement"

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*Inheritance, proceeds from sale of business or property, etc.



IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

The information published herein is provided for informational purposes only and does not constitute an offer of investment advisory services. All information is subject to change without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your risk and return preferences. Investment recommendations may change and readers are urged to check with their investment advisors before making any investment decisions. Information provided is obtained from sources believed to be reliable, but we cannot attest to its accuracy.  Past performance is not necessarily indicative of future returns.  Investment advisory services are offered through Expand Financial, LLC, a Registered Investment Adviser.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025.