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

Retirement Portfolio Allocation Calculator

Determines how much of your retirement portfolio to hold in stocks vs. bonds based on your age and risk tolerance. Use it when rebalancing investments or planning your first retirement account allocation.

Current Age (years)

Total Portfolio Value ($)

Risk Tolerance

Fill in the required fields to see your result.

Investing

401k Calculator

Projects your 401(k) balance at retirement by combining your current savings, ongoing contributions, employer match, and expected investment growth. Use it to see whether you are on track and how much employer matching adds to your nest egg.

Current 401k Balance ($)

Annual Salary ($)

Employee Contribution (%)

Employer Match (% of contribution)

Employer Match Limit (% of salary)

Annual Return Rate (%)

Years Until Retirement (years)

Fill in the required fields to see your result.

Key differences

	Retirement Portfolio Allocation Calculator	401k Calculator
Category	Retirement	Investing
Inputs required	3	7
Result	Recommended Stock Allocation ($)	401k Balance at Retirement ($)
What it does	Determines how much of your retirement portfolio to hold in stocks vs. bonds based on your age and risk tolerance. Use it when rebalancing investments or planning your first retirement account allocation.	Projects your 401(k) balance at retirement by combining your current savings, ongoing contributions, employer match, and expected investment growth. Use it to see whether you are on track and how much employer matching adds to your nest egg.