💼 Pre-filled from your Intake Form. Add full detail, edit balances, or add new accounts at any time.
🏦 Employer Plans
401(k)
$0.00
403(b)
$0.00
457(b)
$0.00
TSP (Federal)
$0.00
SIMPLE IRA
$0.00
Pension / Defined Benefit
$0.00
👤 Individual Accounts
Traditional IRA
$0.00
Roth IRA
$0.00
SEP IRA (Self-Employed)
$0.00
Solo 401(k) (Self-Employed)
$0.00
Self-Directed IRA (SDIRA)
$0.00
🛡 Insurance-Based Retirement
Annuity — Fixed
$0.00
Annuity — Variable
$0.00
Annuity — Indexed
$0.00
Whole / Universal Life (Cash Value)
$0.00
IUL — Indexed Universal Life
$0.00
📋 Other Retirement Vehicles
HSA (Health Savings Account)
$0.00
Deferred Compensation
$0.00
Other
$0.00
Total Monthly Contributions
$0.00
Total Employer Match (annual)
$0.00
TOTAL RETIREMENT BALANCE
$0.00
All retirement vehicles — intake pre-fills starting balances. Add full detail, edit, delete anytime.
🏦 Employer Plans
None added yet.
👤 Individual Accounts
None added yet.
🛡 Insurance-Based Retirement
None added yet.
📋 Other Vehicles
None added yet.
Retirement Projection Calculator
Projection Results
Years to Retirement
—
Your Total Contributions
$0.00
Employer Match Total
$0.00
Investment Growth
$0.00
Projected Balance
$0.00
Est. Monthly Income (4% rule)
$0.00
4% Safe Withdrawal / Year
$0.00
Milestone Tracker
🏛 Social Security supplements retirement — not a substitute. Record your estimate and plan your claiming strategy.
Social Security Estimate
Combined Retirement Income
Retirement Accounts (4% rule/mo)
$0.00/mo
Social Security Benefit
$0.00/mo
Annuity Income
$0.00/mo
Total Monthly Retirement Income
$0.00/mo
Get your actual estimate:
Visit SSA.gov/myaccount to see your personalized benefit based on your actual earnings record.
Retirement Plan
🛡 Long-Term Care Insurance is tracked in your Insurance Portal.
It covers extended care costs (nursing home, in-home care, assisted living) in retirement. → Go to Insurance Portal to add your LTC policy
Retirement Readiness Checklist
No retirement history yet.
💼 Add Retirement Vehicle
All types — employer plans, individual, insurance-based, HSA