Let's take retirement
worries off your mind

Social Security benefits

Current savings

Housing expense

Health care costs

Dependents

Events

Personal budget calculator

This section allows you to calculate a monthly personal budget (in today's prices) in order to compare to the personal budget shown under each retirement option. This can help you select the option that works best for you.

Social Security earnings history

Please review our estimates below and enter your actual pay where our estimates are too far off. Feel free to enter just a few representative years and we'll estimate the rest. Enter zero for all years when you didn't pay Social Security taxes (for example, you didn't work or weren't covered by Social Security). Tell me more...

Social Security statement values

Please enter at least one of the three values below. They can be found on your most recent 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

Please add your pension benefits from all employers, both life annuities and expected future lump sum distributions. Please include any life annuity products you might have purchased on your own as well. Examples...

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.