About You
The information you provide here will determine the expense assumptions used to make up your customized lifestyle.
How much is your total annual household income?
The amount of pre-tax income you currently earn from employment on an annual basis.

Your total annual household income is used to determine your projected annual retirement income need.

Your total annual household income is used to determine your projected annual retirement income need.

What is your projected annual retirement income need or current retirement income (if retired)?
In today’s dollars, how much pre-tax annual income you need to cover your retirement living expenses, including education, travel and health care costs.
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This field is set to the general rule of thumb of 70% of your current income (rounded to the nearest $1,000).
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A general rule of thumb for the income you’ll need in retirement is 70-80% of your current income. Your actual need may be more or less. The tool defaults to 70% of your current income, but you can increase or decrease this amount.

A general rule of thumb for the income you’ll need in retirement is 70-80% of your current income. Your actual need may be more or less. The tool defaults to 70% of your current income, but you can increase or decrease this amount.

What is your expected retirement age?
The age at which you intend to retire or your current age, if you are already retired.

Your age at the time of retirement will be used to estimate certain assumptions about your lifestyle expenses.

Your age at the time of retirement will be used to estimate certain assumptions about your lifestyle expenses.

CALCULATIONS AND ASSUMPTIONS: 

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Session Information