Would you like to include your spouse or partner?
Birth Date:
Month Year

Month Year

Current Income:
Retirement Goals
Desired Retirement Age:
Life Expectancy:
Desired Annual Income in Retirement: %
of your pre-retirement income
of your pre-retirement income
Let's add some basic economic information. In order to calculate your results, please choose a rate of inflation for the time between now and when you retire and an inflation rate for the time period when you are retired. These inflation rates can be the same or different. Then please choose an annual rate of return to apply to your investments after you retire.
Pre-retirement Inflation Rate(%):

Post-retirement Inflation Rate(%):

Annual Rate of Return (Post-retirement)(%):

Step 1 of 4 (25%)