Let's take retirement
worries off your mind

Social Security benefits

Current savings

Housing expense

Health care costs

Dependents

Financial events

Personal budget calculator

Estimate the monthly personal budget you would like to have in retirement (in today's dollars). You can then compare it with the personal budget shown under each retirement option to see which option best supports your desired lifestyle.

Social Security earnings history

Please review our estimates below and enter your actual pay where it differs significantly. You may enter just a few representative years and we will estimate the rest. Enter zero for years when you did not pay Social Security taxes (for example, if you did not work or were not covered by Social Security). Tell me more...

Social Security statement values

Please enter at least one of the three values below. These can be found on your most recent Social Security statement under Your Estimated Benefits > Retirement.

Social Security statement values

Please enter at least one of the three values below. They can be found on your partner's most recent statement under Your Estimated Benefits > Retirement.

Real estate property

Financial advisers

Manage your paid services and clients.

Pension benefits

Alternative plans

Your inputs across all sections represent one "plan". You can tweak your inputs under this plan and your options will recalculate in real time. You can also create multiple plans so you can compare your results under different sets of inputs. To create a new plan, simply click "Make a Copy" next to a plan below and MoneyBee will create an identical copy of that plan so you don't have to start from scratch. Examples...

Option filters

We use intentionally wide ranges for the options we show. Here, you can adjusts these ranges in order to narrow down the options shown. If you are a "commercial use" subscriber, you can adjust these limits separately for each client.

Event parameters

Account details