• Set a goal
  • Track progress
  • Review options

Set a Goal

You've invested for retirement, but will it be enough to do what you want to do?

Find out right now! In less than 10 minutes:
  • set a retirement goal
  • track retirement plan progress
  • get suggestions to improve retirement outlook

Retirement plan, investment account, Social Security or pension statements can be used with this planner, but aren't necessary.

*Required Field
years old
*How many years in retirement?
Please try a value from $53 - $999,999.
Please try a value from $53 - $999,999.
years in retirement

How much will be spent in retirement?

  • 75%

    of current annual income

    A simple life, likely in good health. Mortgage may be paid off, and there's little debt and reduced expenses.

  • 85%

    of current annual income

    A lifestyle that's similar to today's. Traveling from time to time, enjoying hobbies and volunteering.

  • 95%

    of current annual income

    There's more going on now than when working! Perhaps enjoying new hobbies, more travel, and helping family with expenses.

  • 105%

    of current annual income

    Finacially comfortable. Likely to leave a sizeable estate, buy a vacation home or travel abroad.

Retirement spending needs:

  • $100
  • $90
  • $80
  • $70
  • $60
  • $50
  • $40
  • $30
  • $20
  • $10
  • GOAL:
  • $31/month
    $377/year

of current
annual incomer

Retirement spending needs are $50 per month, which is 10% of current annual income.

Now, let's track progress against this goal...


Let's start by looking at investments:

Personal investments (we'll look at the primary retirement account now and pensions later)

Retirement account - 401k, 401a, 403b or 457 (deferred compensation) plan:
$  
    • Percent
    • Dollars
 
    • Weekly (52 times per year)
    • Bi-Weekly (26 times per year)
    • Twice monthly (24 times per year)
    • Monthly (12 times per year)
 Yes    No  
Add more details

Let's continue looking at investments:

More investments (we'll look at additional retirement accounts now and pensions later)

 Yes    No  
Types of additional investments? (check all that apply)
$   Ongoing investments   $  
    • Weekly
    • Bi-Weekly
    • Twice monthly
    • Monthly
    • Annually
$   Ongoing investments   $  
    • Weekly
    • Bi-Weekly
    • Twice monthly
    • Monthly
    • Annually
$   Ongoing investments   $  
    • Weekly
    • Bi-Weekly
    • Twice monthly
    • Monthly
    • Annually
$   Ongoing investments   $  
    • Weekly
    • Bi-Weekly
    • Twice monthly
    • Monthly
    • Annually
  Stocks, bonds, mutual funds
$   Ongoing investments   $  
    • Weekly
    • Bi-Weekly
    • Twice monthly
    • Monthly
    • Annually
  Other
$   Ongoing investments   $  
    • Weekly
    • Bi-Weekly
    • Twice monthly
    • Monthly
    • Annually

Let's look at other expected income:

Additional income (now we'll look at Social Security and pensions)

*Required Field
Selected retirement end age is , which is too early to receive SS income  Yes    No  
  Use estimated Social Security income
 
    • Per month
    • Per year
years
  Selected retirement end age is , which is too early to receive pension income  Yes    No  
    • Per month
    • Per year
years
   Yes    No  
%

Just a little more information, please:

Only two more questions...

*Required Field
 % 
 % 

On track for retirement? Options to get on track...

  • $100
  • $90
  • $80
  • $70
  • $60
  • $50
  • $40
  • $30
  • $20
  • $10
  • GAP:
  • $31/month
    $377/year
    $3/month
  • GOAL:
  • $31z/month
    $377/year

85%

of current
annual incomer

Current View

  • Retirement Account
  • Additional Investments
  • Social Security
  • Pension

Goal

 
   
Methodology & Assumptions
   
    • Percent
    • Dollars
TIP: Increase retirement investments to get on track
ALERT! Increase savings to 6% to take full advantage of
employer match.
Years in Retirement
TIP: Delay the start of retirement to get on track
Please try a value from $53 - $999,999.
Please try a value from $53 - $999,999.
years in retirement
%
TIP: Lower retirement spending needs to get on track
per month
Assumption
  %
Details
  years old

 
   %
   %
  $
 
    • Weekly (52 times per year)
    • Bi-Weekly (26 times per year)
    • Twice monthly (24 times per year)
    • Monthly (12 times per year)
  Yes   No  


Add more details
  Yes   No  
 Traditional IRA


      • Weekly
      • Bi-Weekly
      • Twice monthly
      • Monthly
      • Annually
 Roth IRA


      • Weekly
      • Bi-Weekly
      • Twice monthly
      • Monthly
      • Annually
 Roth 401k


      • Weekly
      • Bi-Weekly
      • Twice monthly
      • Monthly
      • Annually
 401k, 401a, 403b, or 457 (deferred compensation)
from former employer


      • Weekly
      • Bi-Weekly
      • Twice monthly
      • Monthly
      • Annually
 Stocks, bonds, mutual funds


      • Weekly
      • Bi-Weekly
      • Twice monthly
      • Monthly
      • Annually
 Other


      • Weekly
      • Bi-Weekly
      • Twice monthly
      • Monthly
      • Annually
 is too early to receive Social Security income.
 Yes    No  
 Use estimated Social Security income

    • Per month
    • Per year

years
 
 is too early to receive Pension income.
 Yes    No  
    • Per month
    • Per year


years

   Yes    No  

%

Ready to take the next step? Here are some options:

Talk with a
representative

You don't have to go it alone - contact your financial services representative to help you plan and select products that suit your needs.

Learn more about
retirement topics

Increase your knowledge about financial products and concepts as you work to meet your financial goals.

Visit your retirement plan's website to learn more.

Change your
contribution or investment

Contact your retirement plan or employer to change how much you invest or the funds you've selected.

If you're not already doing so, consider contributing the maximum allowed to your employer-sponsored retirement plan to help invest for the future.