My Plan
The foundation of your retirement plan
Basic Information
These are the basics of your retirement aspirations — how old you are, when you hope to retire, and how long you expect to live. As you continue entering investment and growth assumptions below, you may find a sustainable retirement may be realistic at older or younger ages than you expect.
How old are you?
Target retirement age
Plan through age
Default 2%
Years to Retirement
30
Years in Retirement
25
Total Planning Horizon
55 yrs
Investments & Growth
These values comprise the basics of your investment portfolio today and what you expect it to be — from current balances to expected growth models for stocks, bonds, and bitcoin. Given the above target age assumptions, this section can help you discover how optimistic you need to be — or how much you need to save — to reach your retirement goals.
Current Balances
Edit in InvestmentsTotals pulled from your Investments page. Click "Edit in Investments" to update account values.
Stocks
$0
Bonds / Retirement
$0
Bitcoin
$0
Other
$0
Additional Savings Per Year
How much more do you plan to save each year? These amounts will be added to your respective asset classes annually in projections.
Annual savings contributions are applied only during your accumulation years — from your current age until your target retirement age (65). That's 30 years of contributions. Once you retire, withdrawals begin and savings contributions stop.
For more granular account-level detail (IRA, 401k, Roth, custodians, individual rates of return), visit the Investments page. The values here serve as the simplified foundation for your overall plan.