Retirement Planner

Retirement Planning for: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Your Retirement Info

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Here you can adjust Retirement assumptions such as Retirement Age and Length, Investment Returns, Inflation, and Social Security/Pension amounts.

Optional

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This is your current benefit amount listed on your Pension and/or Annuity statement. If there is more than one Pension and/or Annuity, please combine all benefit amounts.

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This is your current benefit amount listed on your Social Security statement. You can obtain  your Social Security estimate at the Social Security website.

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Increases/decreases by 1 month intervals

Please note, Social Security Benefits (SSB) cannot be claimed before the age of 62. Since you plan to retire before then, we'll assume that you will take SSB at 62.

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Based on average life expectancy and retirement best practices, we have estimated a 30 year retirement period. Please adjust this estimate based on your personal factors, such as family history.

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Your investment porfolio will usually become more conservative (less risky/lower returns) during retirement to ensure your money will last through retirement.

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The current long-term general inflation rate is 3.24%.

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Your Partner's Retirement Info

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Here you can adjust Retirement assumptions such as Retirement Age and Length, Investment Returns, Inflation, and Social Security/Pension amounts.

PartnerOptional

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This is your Partner's current benefit amount listed on their Pension and/or Annuity statement. If there is more than one Pension and/or Annuity, please combine all benefit amounts.

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This is your Partner's current benefit amount listed on their Social Security statement. They can obtain their Social Security estimate at the Social Security website.

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Increases/decreases by 1 month intervals

Please note, Social Security Benefits (SSB) cannot be claimed before the age of 62. Since you plan to retire before then, we'll assume that you will take SSB at 62.

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Based on average life expectancy and retirement best practices, we have estimated a 30 year retirement period. Please adjust this estimate based on your Partner's personal factors, such as family history.

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Your Partner's investment porfolio will usually become more conservative (less risky/lower returns) during retirement to ensure their money will last through retirement.

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The current long-term general inflation rate is 3.24%.

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Untitled

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Untitled

 

 

 

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Want to save your results to reference and update later? Provide your email and we'll send a link to your inbox so you can update your Retirement info whenever you want.

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Want to have a 5 minute chat about your results? Provide your contact info and we'll be in touch.

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Retirement Planner

Retirement Planner

Retirement Planning for: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Your Retirement Info

Current Age {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Current Annual Pre-Tax Income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Total Retirement Savings {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Monthly Retirement Savings (excluding Pension/Annuity Contributions) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Savings Rate {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Modify Additional Retirement Assumptions {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Here you can adjust Retirement assumptions such as Retirement Age and Length, Investment Returns, Inflation, and Social Security/Pension amounts.

Optional

% of Total Current Income Desired at Retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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WRR Salary {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Expected Monthly Pension/Annuity Income at Retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Monthly Social Security Income Expected at Retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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SSI Born Year {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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SSI Year {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Actual Retirement Age {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Actual Retirement Age Text {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Months of early/late retirement for SSI {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Act SSI Income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Total Other Retire Income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Planned Retirement Age {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Please note, Social Security Benefits (SSB) cannot be claimed before the age of 62. Since you plan to retire before then, we'll assume that you will take SSB at 62.

Planned Retirement Age Text {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Desired Retirement Length (in years) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Pre-Retirement Investment Return {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Post-Retirement Investment Return {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Inflation Rate {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Yearly Income Raise/Increase {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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PostRetirement Infation Adjusted Return {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Years until retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Cash Flow Needed at Retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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FV Of Salary {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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PV at age of retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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FV Of Current Savings {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Net Need of Retirement Money {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Annual Retire Need {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Monthly Need {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Monthly Retirement Need {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Annual Retire Need {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Annual Retire Need {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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ExcessNeed Amount {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Oversaving amount {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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SavLanguage {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Your Partner's Retirement Info

Partner's Current Age {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's Current Annual Pre-Tax Income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's Total Retirement Savings {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's Monthly Retirement Savings {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Savings Rate {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Modify Additional Retirement Assumptions {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Here you can adjust Retirement assumptions such as Retirement Age and Length, Investment Returns, Inflation, and Social Security/Pension amounts.

PartnerOptional

Partner's % of Total Current Income Desired at Retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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WRR Salary {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partner's Monthly Pension/Annuity Income Expected at Retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's Monthly Social Security Income Expected at Retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's SSI Born Year {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partners SSI Year {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partner's Actual Retirement Age {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Actual Retirement Age Text {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partner's Months of early/late retirement for SSI {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partners Act SSI Income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Total Other Retire Income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partners Actual Retirement Age {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partner's Planned Retirement Age {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Please note, Social Security Benefits (SSB) cannot be claimed before the age of 62. Since you plan to retire before then, we'll assume that you will take SSB at 62.

Partners Planned Retirement Age Text {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partner's Desired Retirement Length (in years) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's Pre-Retirement Investment Return {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's Post-Retirement Investment Return {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's Inflation Rate {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's Yearly Income Raise/Increase {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's Post Retirement Infation Adjusted Return {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partner's Years until retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Partner's Cash Flow Needed at Retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Partner's FV Of Salary {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Partner's PV at age of retirement {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
FV Of Current Savings {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partner's Net Need of Retirement Money {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partner's Annual Retire Need {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Partner's Monthly Need {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Partner's Monthly Retirement Need {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Partner's Annual Retire Need {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Partner's Annual Retire Need {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
PartnerExcess/Need Amount {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Partner Oversaving amount {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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PartnerSavLanguage {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Untitled

Encouragement Language {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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PartnerEncouragement Language {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Results Lang {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Your Result Lang {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Your Result Lang Pt2 {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Your Partners Result Lang {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Your Partners Result Lang Pt2 {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Untitled

 

 

 

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Want to save your results to reference and update later? Provide your email and we'll send a link to your inbox so you can update your Retirement info whenever you want.

Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Want to have a 5 minute chat about your results? Provide your contact info and we'll be in touch.

Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Partner's Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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NameCalc {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Number {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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