Retirement Planner
INSTRUCTIONS
Our retirement planner helps you estimate how well your savings program is preparing you for retirement. First we help you figure out how much you'll need. Then we tell you your chances of getting there. And if it looks like you'll fall short, we offer some suggestions for improving your plan.
If one of our questions doesn't apply to you, just skip it. But you must click through each of the sections at least once.
CURRENT PICTURE AND GOALS
You
Your spouse
CURRENT AGE
DESIRED RETIREMENT AGE
LIFE EXPECTANCY
CURRENT INCOME
$
$
TYPICAL ANNUAL RAISE
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
5
5.5
6
6.5
7
7.5
8
8.5
9
9.5
10
11
12
13
14
15
16
17
18
19
20
%
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
5
5.5
6
6.5
7
7.5
8
8.5
9
9.5
10
11
12
13
14
15
16
17
18
19
20
%
DESIRED ANNUAL INCOME IN RETIREMENT
dollar amount
$
-OR-
As percentage of
pre-retirement
income
40
45
50
55
60
65
70
75
80
85
90
95
100
%
Special Offer:
