Basic
Information

Welcome to the TriVant Retirement Calculator

Please enter some basic information about yourself to begin the analysis. Click on Next at the bottom of the page to move to the next worksheet, or simply click the tabs above. All dollar values should be in today's dollars.

Desired Retirement Age

must be between 20 and 100

Marital Status

is required

Married

Single

Gender

is required

Male

Female

Please enter the current values of your existing retirement and savings accounts.

Current Retirement Savings
(IRA, ROTH, 401k)

Other Current Savings

Average Annual Return on Savings Before Retirement

To ensure that you do not run out of money in your retirement, we suggest you build a surplus of anticipated required savings should you live longer than expected. Excess funds will become part of your estate.

Ending Investment Portfolio Value

Disclosures

TriVant Retirement Calculator