Retirement Calculator - Our Tools | dollarDEX Retirement Calculator - Our Tools | dollarDEX

Retirement calculator

Fill in your details below to get a better picture of how much you potentially need to retire based on your lifestyle needs. Our interactive calculator lets you input a range of factors such as the age you want to retire at, how much you invest per month and your current portfolio value. Our calculator will then give you an insight of what you need to do to secure that dream retirement.

This easy-to-use calculator allows you to play with the sliders to input the amounts and by clicking on the graph, you will be able to view your portfolio details at different periods. Click on the green bars to add future inflows and outflows. i.e. Insurance payouts or withdrawals for housing. The figures generated are based on average investment returns and include inflation. However, they don’t reflect market volatility.

Monthly retirement income in today's value.

Portfolio value
Monthly investment
Pre-retirement annual return(%)
Retirement year
Years of retirement
Retirement annual return(%)
Inflation rate(%)

This interactive tool is intended for informational use only to provide an estimate on the retirement income you would need. The retirement income generated here does not take into account individual needs specific to you and we do not guarantee the applicability or accuracy of any information provided here. The information generated here does not constitute any investment advice, guarantee of performance or product recommendation. All examples are hypothetical and are for illustrative purposes only. Investments are subject to market risk and market fluctuations and rates of returns may vary.

Disclaimer

Prospective investors are advised to read a fund prospectus carefully before applying for any shares/units in unit trusts. The value of the units and the income from them may fall as well as rise. Unit trusts are subject to investment risks, including the possible loss of the principal amount invested. Investors investing in funds denominated in non-local currencies should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Past performance is not indicative of future performance. dollarDEX is affiliated with Aviva but dollarDEX does not receive any preferential rates for Aviva products as a result of this relationship. Unit trusts are not bank deposits nor are they guaranteed or insured by dollarDEX. Some unit trusts may not be offered to citizens of certain countries such as United States. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons.

All prices and values shown on dollarDEX.com are indicative and is based on prices that is from 2-4 dealing days ago. Fund prices are provided by a third-party and clients should not rely on these prices for decision making. dollarDEX does not guarantee any prices or valuations shown, and accepts no responsibility for their accuracy.