Ballpark E$timate

Source: Choose to Save, Employee Benefit Research Institute, 2012

The Ballpark E$timate is an easy-to-use, two-page worksheet that helps you quickly identify approximately how much you need to save to fund a comfortable retirement. The Ballpark E$timate takes complicated issues like projected Social Security benefits and earnings assumptions on savings, and turns them into language and mathematics that are easy to understand.

Ballpark E$timate iPhone App
The Ballpark E$timate is now available through the app store for your iPhone and iPad.
iPhone App Now Available

Introduction to Ballpark

Interactive Ballpark
Complete the worksheet online and let the computer do the math.

Ballpark Non-interactive PDF

Print out clean originals to share with family, friends and co-workers. This file is in pdf format and requires Adobe Reader for viewing and printing.

Spanish Language Ballpark Non-interactive PDF
Print out clean originals of Ballpark in Spanish. This file is in pdf format and requires Adobe Reader for viewing and printing. We will be adding an interactive Spanish language version of Ballpark in the near future.

Federal Government Employees Ballpark Estimator
Employees covered by the Civil Service Retirement System (CSRS), CSRS-Offset, or the Federal Employees Retirement System (FERS) who plan to retire under the voluntary age and service rules should use the Federal Government Employees Ballpark Estimator. EBRI has created a specialized version of the calculator for you.

Leave a Reply