Plan It Personal Profile

Any data you provide on this Web site is governed by the Plan It™ privacy policy.

NOTE: Some data you enter here will be automatically transferred to "Financial Longevity" and "Track My Savings."

How old are you now?

years old

Number of years to retirement?

years

Already retired

What percentage of your current income do you want to be able to live on each year in retirement?	%

What is your current gross income?

What is your expected annual retirement income from work?

What is your estimated investment rate of return before retirement?

What is your estimated investment rate of return after retirement?

What is your estimated annual Social Security benefits?

What is your estimated monthly Social Security benefits?

What is your estimated annual pension?
(Check with your Human Resources department)

Tax-Deferred Accounts:
What is today’s balance on all your tax-deferred investment/retirement accounts?	$
What percentage of income are you saving in tax-deferred accounts today?	%

Taxable accounts:
What is today’s balance on all your taxable investment/retirement accounts?	$
What percentage of income are you saving in taxable accounts today?	%
What is your Federal marginal tax rate?	%
What is your state tax rate?	%
All savings/retirement accounts:
How much do you save each month in:	$ Savings	$ 401(k)
	$ SEP/Simple	$ IRA
	$ Other

How much have you saved in:	$ Savings	$ 401(k)
	$ 401(k)	$ 401(k)
	$ Stocks	$ Bonds
	$ CDs	$ IRA
	$ Roth IRA	$ Other
	$ Other