Run different scenarios.
What if you retire earlier? Or save a little bit less? See how a new scenario compares to your current plan with a side-by-side comparison. You can even turn a new scenario into your actual plan.
Anticipate big expenses.
Putting your kids through college? Buying a second home? Add these events to Retirement Planner, and see their impact on your retirement plan.
Add income events.
You can easily include additional sources of income such as Social Security, rental income, pensions, and windfalls.
Get a spending plan.
How much will you be able to spend in retirement? Use this data-driven feature to find out just how much you’ll be able to afford each month.