Retirement Planning Calculators & Worksheets


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Whether you are currently in retirement or hope to retire soon, these calculators and worksheets can help you see how much money you’ll need for retirement and how to make the most of your money.

If you are approaching retirement:

  • Retirement Plan for Fifty or Over
    This simple planning tool helps you define the retirement income that you need and offers advice on how to get that income. Use the calculator.

  • Retirement Plan for Under Fifty
    This easy-to-use calculator helps you estimate how much to save and how much you will need in 10 years to be on track for retirement. Use the calculator.

  • Retirement Readiness Workbook
    The Metlife Retirement Readiness Workbook lets you take a quick assessment of your progress in preparing for retirement. View the workbook.

  • What You Should Know About Your Retirement Plan
    Learn about types of retirement plans, earning benefits, filing claims, benefits during plan termination, and what to do if you have a problem. Find out more.

  • AARP Retirement Planning Calculator
    AARP’s Retirement Planning Calculator is a tool to help you establish your retirement timeline. Use the calculator.

  • Understand When to Take Social Security
    When you decide to take your Social Security retirement benefits can affect how much income you receive. Explore your benefit at different ages here.

  • Estimate Your Social Security Retirement Income
    Discover what your Social Security retirement benefit may be based on your current earning record. Social Security Express

If you are in currently in retirement: