Saving Up

You're putting money away for retirement, but will it be enough? Try our quiz and see where your current savings will take you.

  • How old are you?
  • What are your current savings?
  • How much do you currently save?
  • How often?
  • At what age do you hope to retire?
  • How much interest do you expect to earn on your investments?
% per year 1
  • Estimate an annual inflation rate
  • What's your current salary?
 per year
  • What's your life expectancy?
  1. Please note that an increased level of risk to principal is typically associated with higher rates of return. Also, rates of return will vary over time, particularly for long-term investments. Based on historical average rates of return for the various asset classes (e.g. stocks, bonds and short-term liquid instruments), a rate of return outside the range of 2%-20% may be an unrealistic assumption.
  2. Based on historical rates of inflation, an inflation rate below 2% may be an unrealistic assumption.

This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.

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