If you’re married, you’ll also need your spouse’s information.

Quick Analysis

You’ll need the following:

  • year of birth
  • current annual salary before taxes
  • current dollar value of retirement investments

You’ll be able to make estimates about:

  • pension income
  • future annual contributions to retirement investments (investments will be grouped into two categories)

Detailed Analysis

You’ll need the following:

  • year of birth
  • current annual salary before taxes
  • current federal tax bracket
  • current dollar value of retirement investments

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