Retirement Checklist

  • Retirement

    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