Retirement Shortfall Calculator

Identify Your Income Gap

Retirement Shortfall Calculator

One of the biggest risks to a comfortable retirement is running out of money too soon. This calculator helps you determine your projected shortfall or surplus at retirement. You can also see just how long your current retirement savings will last. If your results project a shortfall, you might need to save more, earn a better rate of return, or possibly delay your retirement.

Our Services

401k & IRA Rollover

We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.

Retirement Annuities

We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.

Investment Portfolios

Explore the IQ Wealth® Growth Portfolios: Fee-only, rules-based, disciplined, visionary. See how our investment approach works to grow wealth and complement a rock solid retirement plan.

Bucket Planning

Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.

Schedule a Meeting

Use this form to begin scheduling your office meeting or 15 minute phone call.

IQ Wealth Management® - Annuity Authority & Investment Manager - Scottsdale, AZ


Step 1
Fill out the form.

Step 2
We'll contact you to schedule.