If you’re married, you’ll also need your spouse’s information.
| Quick analysis |
Detailed analysis |
You’ll need the following:
- Year of birth
- Current annual salary before taxes
- Current dollar value of retirement investments
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You’ll need the following:
- Year of birth
- Current annual salary before taxes
- Current federal tax bracket
- Current dollar value of retirement investments
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You’ll be able to make estimates about:
- Pension income
- Future annual contributions to retirement investments (investments will be grouped into two categories)
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You’ll be able to make estimates about:
- Inflation
- Raises
- Retirement age
- Years in retirement
- Desired annual retirement income
- Annual Social Security benefit
- Pension income
- Retirement investments, including:
- Future annual contributions
- Years to contribute
- Growth rate before retirement (investments can be separated into 17 categories)
- Growth rate of all investments after retirement
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