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
%
In Lesson 13
Retirement savings calculator
Glossary
Take
the test
Top things to know
What should I do first?
How should I invest?
The virtues of the 401(k)
The IRA advantage
What to do when you switch jobs
How can I get the most out of my money in retirement?
Money 101 Lessons
Setting priorities
Making a budget
Basics of banking and saving
Basics of investing
Investing in stocks
Investing in mutual funds
Investing in bonds
Buying a home
Controlling debt
Employee stock options
Saving for college
Kids and money
Planning for retirement
Asset allocation
Hiring financial help
Health insurance
Buying a car
Taxes
Home insurance
Life insurance
Estate planning
Auto insurance
401(k)s
Retirement savings calculator
Glossary
Take
the test
More Money 101
lessons
