Retirement Planner

When you click on the "Retirement Planner" link on the homepage, you are taken to the Retirement Planner, which is a small version of our full Professional Wealth Manager and allows you to create plans on a free trial basis. It allows you to quickly calculate the probability of meeting your retirement goals using our Historical Audit tool. Saved plans can be moved to full working plans using the "move to working" icon from your "plan list" screen. In order to save the changes, you must create a user account. Once you have established a trial or active account, you can create any number of new Retirement Planners.

To navigate through the Retirement Planner screen, you can use the navigational aid (pictured to the right) on the left side of your input screen.

Personal Information
The Retirement Planner screen provides fields for an unregistered, visiting guest to enter information and quickly calculate the probability of meeting retirement goals. In the Personal section, click the Single or Married button by the Marital Status label.

Enter the requested information on the first screen of the Retirement Planner. When you have completed the information, click "Save my changes". Once the information is saved, click on the right arrow button to the top right of the information fields to move on to the next screen.

Income
The next screen requires you to fill in the fields regarding your tax deferred and taxable income. Please fill in all relevant fields, save your changes, and click the arrow to move on to the next screen.

Method of Calculation
The next page asks you to choose by which method you would like your plan to be quickly calculated. You must also select between "Today's Dollars" and "Actual Dollars". Also, enter in the amount you wish to have at the end of your plan (Target Value at Plan End).

Results
Clicking "save my changes" will update the graph below to illustrate the odds of plan success based on the method of calculation you selected here. You can also view a "% Rankings" summary and "Details" page or generate a complete report. For more information, click here.

Retirement Planner

Personal Information The Retirement Planner screen provides fields for an unregistered, visiting guest to enter information and quickly calculate the probability of meeting retirement goals. In the Personal section, click the Single or Married button by the Marital Status label.

Income The next screen requires you to fill in the fields regarding your tax deferred and taxable income. Please fill in all relevant fields, save your changes, and click the arrow to move on to the next screen.

Method of Calculation The next page asks you to choose by which method you would like your plan to be quickly calculated. You must also select between "Today's Dollars" and "Actual Dollars". Also, enter in the amount you wish to have at the end of your plan (Target Value at Plan End).

Results Clicking "save my changes" will update the graph below to illustrate the odds of plan success based on the method of calculation you selected here. You can also view a "% Rankings" summary and "Details" page or generate a complete report. For more information, click here.

Personal Information
The Retirement Planner screen provides fields for an unregistered, visiting guest to enter information and quickly calculate the probability of meeting retirement goals. In the Personal section, click the Single or Married button by the Marital Status label.

Income
The next screen requires you to fill in the fields regarding your tax deferred and taxable income. Please fill in all relevant fields, save your changes, and click the arrow to move on to the next screen.

Method of Calculation
The next page asks you to choose by which method you would like your plan to be quickly calculated. You must also select between "Today's Dollars" and "Actual Dollars". Also, enter in the amount you wish to have at the end of your plan (Target Value at Plan End).

Results
Clicking "save my changes" will update the graph below to illustrate the odds of plan success based on the method of calculation you selected here. You can also view a "% Rankings" summary and "Details" page or generate a complete report. For more information, click here.