Select one of two versions of the calculator:

Quick analysis — 4 questions (about 5 minutes)

  • You’ll enter investment information in two basic categories.

  • This version makes assumptions about your situation, including your retirement age, length of retirement, taxes, Social Security benefits, investment growth rates, inflation and raises.

Detailed analysis — 15 questions (about 15 minutes)

  • You’ll be able to enter investment information in 17 subcategories.

  • This version provides more customized results by allowing you to enter more details about your situation.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

All Capital Group trademarks are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies.

Use of this website is intended for U.S. residents only.

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