Calculator / Annuities

Retirement Income Gap Calculator

Compare the monthly income you want to plan for with income sources you expect to receive. This is an educational income-gap exercise, not an annuity illustration or investment forecast.

Start with your assumptions

Enter monthly amounts only. Leave any source at zero if you do not want it included in this exercise.

Methodology and limitations

Formula: monthly income goal − expected guaranteed income − other monthly income included. This is an educational income-gap calculation. It is not an annuity quote, illustration, return projection, tax calculation, investment recommendation, or suitability determination.

Source: NAIC: Life Insurance and Annuities