Retirement Planner

Answer a few questions to project your retirement

You

Spouse

Accounts

Contributions

Spending

Strategy

Results

1. Tell us about yourself

We'll use this to calculate your retirement timeline

Current age ? Retirement age ?

End age (for projection) ? Filing status ?

Social Security

Annual benefit (today's $) ?

Start age ?

2. Tell us about your spouse

We'll include their information in the projection

Current age ? Retirement age ?

End age (for projection) ?

Social Security

Annual benefit (today's $) ?

Start age ?

3. Your retirement accounts

Add and manage your retirement accounts

4. Annual Retirement Contributions

Track ongoing savings until retirement — all amounts in today's $, leave 0 if none

Your Contributions

401k/403b Pre-tax ?

Roth 401k/403b ?

Taxable Account ?

Employer Pre-tax (match/profit sharing) ?

Employer Roth (rare) ?

Spouse Contributions

401k/403b Pre-tax ?

Roth 401k/403b ?

Taxable Account ?

Employer Pre-tax (match/profit sharing) ?

Employer Roth (rare) ?

💡 Contributions stop at each person's retirement age. Tip: type 23K or 1.5M for large amounts.

5. Expenses & Spending

Select your state and housing situation, then choose how to enter expenses

State of residence * Housing situation

6. Investment assumptions & strategy

Set your expected returns and optional strategies

Investment returns

Inflation rate ?

Return (pre-retirement) ?

Return (post-retirement) ?

Roth conversion strategy (optional)

Strategy ?

RMDs (optional)

Enable Required Minimum Distributions ?

Your Retirement Projection

Review your retirement projection results

Ending balance $—

Min balance $—

Lifetime taxes $—

X-axis = Age • Y-axis = Total balance

Educational estimates only. See Disclaimer.