Retirement Expense & Income Calculator

Projecting and planning for retirement expenses just got easier for your clients, with the Retirement Expense & Income Calculator. Based on BLS Consumer Expenditure Survey data, Calculate Expenses provides a way for you to effectively project your client's expenses in retirement. Gap Analysis then calculates the difference between your client's essential income needs and guaranteed sources of income, identifying their income gap.

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.