Retirement Expense Calculator

Projecting expenses in retirement just got easier for your clients, with the Retirement Expense Calculator. Based on BLS Consumer Expenditure Survey data, the Retirement Expense Calculator provides a way for you to help your clients to effectively project their expenses in retirement utilizing factors such as current income, retirement age and retirement state.

Monthly Retirement Expenses

Retirement Age:
Client Information

Current



Retirement



Today’s Dollars
Future Dollars
How Will My Expenses Grow?
Monthly Expenses Inflated Through End of Plan Age in Future Dollars
$0

Retirement expense projections are for illustrative purposes only and results may vary with each use and over time. Retirement expense projections generated by this tool are calculated by Jackson using 2016-2017 Bureau of Labor Statistics (BLS) Consumer Expenditure Survey Micro data and various measurements from the Bureau of Economic Analysis including the Regional Price Parity price index (RPP), the Consumer Price Index for the elderly (CPI-E), and the Personal Consumption Expenditures price index (PCEPI). For complete details regarding assumptions, calculations and definitions see Calculation Explanations.

Protection For Your Retirement Expenses

Retirement Age:

Coming Soon

...a tool to help your clients protect what's essential

  • Help your clients differentiate between essential and nonessential categories
  • Help your client understand how income volatility can affect spending
  • Help your clients plan for funding essential income
What is Essential?
Essential
Nonessential
Housing
Personal Expenses
Transportation
Food
Healthcare
Travel
Insurance
Entertainment

Client Retirement Expense Report

Retirement Age:
Personalize

Advisor





Client


Generate Report

Benefits to your clients

The client retirement expense report will provide insight into your client's retirement expense journey by elaborating on the following:

  • Summary of Expenses

    Using visually engaging charts and infographics, the client report provides an easy to understand breakdown of expenses by spending category.

  • Unique Client Inflation Rate

    The client report emphasizes the impact of compounded inflation in retirement using an inflation rate calculated specifically for each client.

  • Calculation Transparency

    Leveraging real expense data from the Bureau of Labor Statistics and a custom regression model, the report tailors unique numbers for each client.