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

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional or downloaded and should be read carefully before investing.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from your plan’s financial professional or downloaded and should be read carefully before investing.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

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American Funds Distributors, Inc., member FINRA.