Compare calculators

Both calculators run independently — change the inputs on either side to compare results.

Retirement Income Replacement Calculator

Calculate the percentage of your current income you will realistically need in retirement after adjusting for taxes, savings, work expenses, and lifestyle changes.

Pre-Retirement Annual Income ($)

Current Savings Rate (%)

Annual Work-Related Expenses ($)

Remaining Mortgage at Retirement ($)

Expected Tax Rate in Retirement (%)

Lifestyle Change Factor

Fill in the required fields to see your result.

Retirement

Retirement Nest Egg Calculator

Find the total portfolio size you need to fund your desired retirement lifestyle. Use it when setting long-term savings goals based on your expected income gap.

Desired Annual Retirement Income ($)

Expected Social Security ($)

Other Retirement Income ($)

Safe Withdrawal Rate (%)

Fill in the required fields to see your result.

Key differences

	Retirement Income Replacement Calculator	Retirement Nest Egg Calculator
Category	Retirement	Retirement
Inputs required	6	4
Result	Income Replacement Ratio Needed (%)	Required Retirement Nest Egg ($)
What it does	Calculate the percentage of your current income you will realistically need in retirement after adjusting for taxes, savings, work expenses, and lifestyle changes.	Find the total portfolio size you need to fund your desired retirement lifestyle. Use it when setting long-term savings goals based on your expected income gap.