How It Works
The tool asks for basic information about you (and your spouse, if appropriate)
and your retirement savings. Then it projects your retirement income needs, assuming
they are equal to your annual compensation just before you retire plus the cost
of medical insurance. Finally, it shows your projected income in retirement and
estimates the percentage of your needs that income will cover.
With the information you enter, PlanAhead For Retirement® gives you a quick
overview of your financial planning.
Based on the results, you may want to explore the following sections:
- Advanced Inputs - lets you fit the tool more closely to your situation.
. For example, you can adjust for inflation and change Social Security estimates.
Tool Tips:
Dollar amounts: Enter dollar amounts without commas or dollar signs ($). You can
use two decimal places. For example, you could enter 1000 or 1000.00 for a one-thousand
dollar amount.
Blue text links to a different page within the
tool, or to a page where you can send an email.
Green text brings up a pop-up box with additional
information when you move the cursor over the text. When you move your cursor away,
the box disappears.
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