This section provides a quick snapshot of your retirement plan, including how long your savings will last, your expected income, and potential shortfalls. Use this to get an overview of your financial standing.

See a side-by-side comparison of your estimated retirement income and monthly expenses. A surplus means you’re on track, while a deficit suggests adjustments may be needed.

This chart shows how your savings will grow before retirement and how long they will last after retirement based on your expected investment returns and withdrawals. The first part of the chart (blue) represents how much your savings will grow until retirement, and the second part (red) shows how long your savings will last based on your planned withdrawals.

Starting at age 73, the IRS requires you to withdraw a minimum amount from your retirement accounts. This section calculates your yearly RMD and its impact on your savings. Source

See how the age you claim Social Security affects your monthly benefit. Delaying benefits increases your payout, while early claims reduce it. Use this section to optimize your claiming strategy.

Managing your withdrawals wisely can reduce taxes and extend your savings. This section estimates your tax liability on withdrawals and calculates a safe withdrawal rate to help maintain financial stability throughout retirement.

This timeline outlines key dates and milestones in your retirement plan. Use this to plan for major life events and financial changes that will occur throughout your retirement.