RETIREMENT PLANNING CALCULATOR

Whether you have completed an investment plan or have not yet started, it is important to prepare for retirement. Take the first step by trying our Retirement Planning Calculator.

In this calculator, you'll be asked to answer questions and make financial assumptions about your long-term goals and needs. Based on your responses, we'll be able to analyze your financial situation to let you know if you are on track or if there is a potential gap in meeting your retirement needs. Please note that the calculator’s hypothetical results are only an estimate of your retirement needs, based upon the information you provided. You should discuss your goals and investments for your retirement with your financial advisor.

The entire process will take approximately 15-20 minutes. We recommend that you have your financial records (for example account statements, tax forms) available to assist you. If you have difficulty understanding a question, there will be clickable definitions to help you. Some questions will provide default answers, based on typical responses; these answers may be changed to meet your specific circumstances.

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Wachovia Securities is the trade name used by two separate, registered broker-dealers and nonbank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA/SIPC.

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