Is this plan for just you, or you and a spouse?
Couples get an extra check: what the survivor lives on.
Choose one to continue.
About how much will you spend each month in retirement?
Everything: housing, food, insurance, travel, the grandkids. A round number is fine.
Enter your monthly spending (at least $1,000).
What will Social Security pay each month?
At the age you plan to claim. Your estimate is at ssa.gov/myaccount; a rough guess works.
Enter your Social Security estimate.
Any other income that pays for life?
A pension or an annuity already paying out. Not investment withdrawals or rent; those aren't guaranteed.
What do you have saved for retirement today?
401(k)s, IRAs, brokerage accounts and cash set aside for retirement, all added together.
Enter your savings (0 is fine).
When do you stop working?
Or when did you, if you already have.
Choose one to continue.
Where should we send your income map?
You'll see it on the next screen, and we'll email you a copy to keep.
Please fill in the highlighted fields.