Your information — Retirement Growth Strategy

I'm Jeffrey, your guide. Tell me about your retirement picture. Rough numbers are fine, and you can change anything and run it again as many times as you like.

About you

This sets your tax rules, when Medicare and required withdrawals begin, and how long the plan runs.

Tax filing status

Your date of birth

Your retirement date

Spouse date of birth

Spouse retirement date

Plan through age

yrs

Guaranteed income

What Social Security and any pensions pay you each year, before taxes.

Your Social Security (yearly)$

Your pension (yearly)$

Spouse Social Security (yearly)$

Spouse pension (yearly)$

Spending

Roughly what you spend to live each month. The plan draws from your investments to cover whatever your income doesn't.

Monthly expenses$

Investments & savings

Pre-tax is your 401(k) or Traditional IRA, taxed when you withdraw it. Roth is money that's already been taxed and grows tax-free. Not sure of a return? Leave the default.

Pre-tax balance (401k / IRA)$

Expected return%

Roth balance (tax-free)$

Expected return%

Cash savings$

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Retirement Growth Strategy — enter your information

About you

Guaranteed income

Spending

Investments & savings