Sat04192014

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Back Retiring Your Way Retire Your Way Retirement Calculators Calculators Reviewed and Ranked

Detailed editorial review, comparison and scoring of the best retirement calculators.

Fidelity Retirement Income Planner

  • PDF
Editor rating
 
9.4

Comprehensive, easy to use and not a major time investment. You get a little bit of the best of all worlds with this planner. 

Basic Tool Info

Retirement Partner Accommodation
Dual Entry Plan

Your Investments

Your Spend

Insurance Cost Estimators
  • Long Term Care
  • Medicare

Other Important Factors

Your Results Flexibility
Scenario Analysis Flexibility
High

Read more...

TD Ameritrade - Wealth Ruler

  • PDF
Editor rating
 
7.4

This is another quick estimate tool that is easy on the eyes from a design perspective and very simple to use. It offers a 'retirement life cycle' approach to your asset allocation and applies on your behalf. 

Basic Tool Info

Retirement Partner Accommodation
Dual Entry Plan

Your Spend

Spending Entry
  • Spend As A Percent of Current Income (Replacement Rate)
  • Accommodates Custom Variable Spending
  • Accommodates One Time Expenses
Insurance Cost Estimators
None

Other Important Factors

Your Results Flexibility
Scenario Analysis Flexibility
Low

Read more...

AARP Retirement Calculator

  • PDF
Editor rating
 
7.8

A quick-estimate style calculator with an elegant design, multiple ways to simply adjust assumptions and links to plenty of resource articles.

Basic Tool Info

Retirement Partner Accommodation
Dual Entry Plan

Your Investments

Your Spend

Spending Entry
Spend As A Percent of Current Income (Replacement Rate)
Insurance Cost Estimators
None

Other Important Factors

Your Results Flexibility
Scenario Analysis Flexibility
Medium

Read more...

FireCalc

  • PDF
Editor rating
 
7.8

This calculator is a quick way to play out several multiple portfolio scenarios using a Monte Carlo Simulation, while providing insights and prompting what-if scenarios. After performing an iteration, it features a chart depicting each possible scenario. 

Basic Tool Info

Retirement Partner Accommodation
Consolidated Single Entry Plan

Your Spend

Spending Entry
Variable Spending By Lifecycle
Insurance Cost Estimators
None

Other Important Factors

Your Results Flexibility
Scenario Analysis Flexibility
High

Read more...

Voyant @Home

  • PDF
Editor rating
 
9.3

A complete personal finance package that handles all the details and features a neat timeline view, this tool requires a time investment and a download to your machine. However, if you have the time and don't already have a way of tracking your on-going budgeting, tracking and 'retirement forecasting,' this comprehensive tool certainly covers it all.

Basic Tool Info

Retirement Partner Accommodation
Dual Entry Plan

Your Investments

Your Spend

Spending Entry
  • Variable Spending By Lifecycle
  • Spend As A Percent of Current Income (Replacement Rate)

Other Important Factors

Your Results Flexibility
Scenario Analysis Flexibility
High

Read more...

Flexible Retirement Planner

  • PDF
Editor rating
 
8.3

A planner focused on scenario analysis, it is efficient in design while still being thoroughly flexible and robust in the factors it allows you to address. 

Basic Tool Info

Retirement Partner Accommodation
Consolidated Single Entry Plan

Your Spend

Spending Entry
  • Accommodates Custom Variable Spending
  • Accommodates One Time Expenses
Insurance Cost Estimators
None

Other Important Factors

Your Results Flexibility
Scenario Analysis Flexibility
High

Read more...

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