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Your Results

Needs Attention

< 65% of goal

Keep saving

65%-80% of goal

Nice Job

81%-95% of goal

You’re in good shape

> 95% of goal

Our projection shows you're expected to have of what you need in retirement.

What you’ll have each month

This number is an estimate based on the information given in your quiz (for example, how much you’re saving each month and when you plan to retire).

(Includes $2,000 Social Security)

What you’ll need each month

You’ll have of what you need in retirement.

Needs Attention

< 65% of goal

You’re in good shape

> 95% of goal

$10,000

What you’ll have each month
This number is an estimate based on the information given in your quiz (for example, how much you’re saving each month and when you plan to retire).

(Includes $2,000 Social Security)

$10,000

What you’ll need each month

See what happens if you change your:

Consider your situation to see if you can delay your retirement date.

Retirement Age

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Based on your best guess of life expectancy, this number helps determine how long you'll need support from your savings.

Life Expectancy

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Explore how different monthly savings amounts can affect your plan.

Monthly Savings

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How you plan to spend in retirement can help you estimate how much you’ll need to save.

In retirement I’ll spend

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Investment Style

You may want to review your investment style to make sure it’s appropriate for your retirement plan and personal situation. In general, the more risk involved, the more potential for growth, with corresponding potential for short-term volatility and a decrease in value.
Conservative Moderate Growth