Retirement Savings Application free

Nest Egg Guru’s Retirement Savings App inputs require less than 1 minute to enter and are divided into three sections - your savings data, your portfolio details, and the accumulation strategy you wish to illustrate. You may enter your data manually or use the slider bars, where applicable.

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First Name

Last Name

Basic Retirement Savings Data

Years until retirement:

2 YRS 50 YRS

Enter your current retirement nest egg value: $.

Current annual salary/wages: $.

$10,000 $300,000

Total expected annual retirement contribution:

0% 100%

Rate at which you expect your contribution amount will increase each year: %.

0% 10%

Retirement Portfolio Details

Enter your current Broad Asset Allocation (must add up to 100%)

%
%
%
The sum must add up to 100%.

Enter your current Detailed Stock Allocation (must add up to 100%)

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Enter an expected constant fixed rate of return that you may reasonably expect to earn on the “bond” portion of your nest egg: %.

0% 10%

Enter an expected constant fixed rate of return that you may reasonably expect to earn on the cash or stable value portion of your nest egg: %.

0% 10%

Enter your nest egg’s estimated annual investment expenses (expressed as a % of your total nest egg value): %.

0% 4%

Retirement Accumulation Investment Strategy

Choose a retirement accumulation investment strategy.

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Target Stock Allocation at Retirement: %.

0% 100%