PlanAhead for Retirement®
How It Works
After entering some basic information about yourself (and your spouse, if appropriate) and your current retirement savings, the program projects:
- Your expected retirement income (from your pension, Social Security, etc.)
- How much income you will need and what costs your projected income will cover.
- And also suggests ways to change or improve those results.
Steps for Improving Your Plan gives you suggestions on how to increase your retirement income through savings and/or investment earnings.
Advanced Inputs and Overrides help personalize the PlanAhead tool to closely mirror your individual situation.