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Retirement · Planning & Projections

Retirement Planner Calculator

See whether your retirement savings are on track to fund the income you will need.

  • Free to use here · embed on the Business plan
  • 9 inputs · 6 results
  • English & Spanish

Try the Retirement Planner Calculator

See if your retirement is on track — results update as you type.

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Estimates only — not a loan offer or financial advice.

Put this calculator on your website

What this calculator does

What the Retirement Planner calculator works out

The Retirement Planner Calculator is a free, embeddable calculator from CalcFunnel. See whether your retirement savings are on track to fund the income you will need.

You enter 9 inputs: current age, retirement age, current retirement savings, monthly contribution, return before retirement (%), return during retirement (%), inflation (%), annual income needed (today's $) and years in retirement.

It returns projected savings at retirement, required nest egg, surplus / shortfall, annual income at retirement, years to retirement and extra monthly saving needed.

Built for financial advisors and planners. Embedding it on your own website needs the Business plan (from $210/month, with a 14-day free trial), which unlocks the Retirement category.

Results it shows

  1. 01Projected Savings at Retirement
  2. 02Required Nest Egg
  3. 03Surplus / Shortfall
  4. 04Annual Income at Retirement
  5. 05Years to Retirement
  6. 06Extra Monthly Saving Needed

The first figure — projected savings at retirement — is the headline result.

Inputs

The inputs it uses

Each field below comes straight from the calculator, with the same help text visitors see when they hover the info icon.

Today

Current Age
Your age today.
Retirement Age
The age you plan to retire.
Current Retirement Savings
What you have saved for retirement so far.
Monthly Contribution
How much you add to retirement savings each month.

Growth

Return Before Retirement (%)
The average annual return while you are still saving.
Return During Retirement (%)
The average annual return on the balance once retired, usually more conservative.
Inflation (%)
The annual inflation rate, which raises the income you will need.

In Retirement

Annual Income Needed (today's $)
The yearly retirement income you want, in today's dollars. It is inflated to your retirement date.
Years in Retirement
How many years the savings must last in retirement.

For your website

Embed this calculator on your website

Put the Retirement Planner Calculator on your own site with your colors, copy and lead form. Every calculation can arrive in your CRM with the numbers attached.

Works on WordPress, Wix, Squarespace, Webflow, Shopify, GoHighLevel and plain HTML — paste one line into an HTML or code block. No plugin needed.

Start free How embedding works

Free plan, no card. 14-day trial on Pro & Business.

  1. Inline on any pagePaste the snippet where the calculator should appear. It fills the width of its container and resizes to fit its content.
  2. Popup buttonA button sits on your page; visitors click it and the calculator opens in a popup.
  3. Floating corner widgetPaste once — or in your site-wide footer code — to show a floating calculator bubble in the corner of every page.
  4. Open from your own link or buttonGive any existing link, button or image a class and it opens the calculator when clicked.
  5. Direct linkA full-page link to the calculator for emails, social posts, QR codes or a menu item.

FAQ

Retirement Planner calculator FAQs

Still stuck? Ask the team — we reply within one business day.

Q.01What does the Retirement Planner Calculator calculate?
See whether your retirement savings are on track to fund the income you will need. It returns projected savings at retirement, required nest egg, surplus / shortfall, annual income at retirement, years to retirement and extra monthly saving needed.
Q.02What information do I need to use the Retirement Planner Calculator?
You enter 9 inputs: current age, retirement age, current retirement savings, monthly contribution, return before retirement (%), return during retirement (%), inflation (%), annual income needed (today's $) and years in retirement. Every input starts with a sensible default, so you can change only what you know.
Q.03What does “Current Age” mean in the Retirement Planner Calculator?
Your age today.
Q.04What does “Retirement Age” mean in the Retirement Planner Calculator?
The age you plan to retire.
Q.05Is the Retirement Planner Calculator free to use?
Yes — you can use it on this page for free, without an account. Embedding it on your own website needs the Business plan (from $210/month, with a 14-day free trial), which unlocks the Retirement category. Compare plans.
Q.06Can I embed the Retirement Planner Calculator on my website?
Yes. Embed it inline, as a popup button, as a floating corner widget, from your own link or button, or share a direct link. It works on WordPress, Wix, Squarespace, Webflow, Shopify, GoHighLevel and plain HTML sites with one line of code — see embedding.
Q.07Is the Retirement Planner Calculator available in Spanish?
Yes. Labels, tooltips and result names are available in English and Spanish, and visitors can switch language in the calculator.
Q.08Can the calculator capture leads?
Yes. It can end with a lead form, a Get a Quote form, a Share panel or a button to any URL. Leads are saved with the inputs and results attached and can be forwarded to your CRM by webhook.
Q.09Are the Retirement Planner results financial advice?
No. Estimates only. Projections use constant returns and inflation, with retirement income withdrawn at the start of each year and rising with inflation; real markets, taxes, Social Security and longevity vary widely. Consult a financial professional.

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Your website does the math. You get the lead.

The Retirement Planner Calculator is one of 188 calculators you can brand and embed with one line of code.

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  • 14-day trial on Pro & Business
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