To get the most out of the calculators, you’ll need to have estimates for the following items on hand for you and your partner. Review this glossary for help.
Income: current and expected in the future
Retirements savings: current balance, annual contributions, rate of return
Retirement age: when you plan to stop working
Supplemental retirement income: pension, Social Security benefits
Housing costs: mortgage or rent payment, taxes, insurance
Special expenses: college costs for children, other large expenses