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For Professionals
For Consumers
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Contact Us
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Home
For Professionals
For Consumers
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_Retirement Module
Team, this is the working part of the code that includes the table on Submit
Comprehensive Retirement Module
Comprehensive Retirement Module
Version: Enhanced
Accessible labels · CSV export · RMD notice · Defensive validation
Section 1: Personal Information
Name
Current Age
Spouse's Name
(Optional)
Spouse's Current Age
(Optional)
Section 2: Your Retirement Goal
Goal Nickname
Desired Retirement Age
Spouse's Desired Retirement Age
(Optional)
State of Residence in Retirement
Select State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Plan Until Age (Life Expectancy)
Section 3: Retirement Lifestyle Annual Spending (Today's Dollars)
Annual Post-Retirement Budget (Auto-Summed)
Housing (Taxes, Insurance, Upkeep)
Healthcare (Premiums, Out-of-Pocket)
Travel & Leisure
Daily Living (Food, Utilities, etc.)
Other Expenses
Section 4: Retirement Income Annual (Today's Dollars)
Your Estimated Social Security
Spouse's Estimated Social Security
(Optional)
Pension Income
(Optional)
Net Rental Income
(Optional)
Other Retirement Income
(Optional)
Add Income Source
Section 5: Current Savings & Assumptions
Taxable Accounts Balance (Brokerage, Savings)
Current Taxable Accounts Annual Contribution
Tax-Deferred Accounts Balance (Traditional 401k/IRA)
Tax-Deferred Accounts Prior Year-End Balance
(for RMD if age 73+)
Current Tax-Deferred Accounts Annual Contribution
Tax-Free Accounts Balance (Roth 401k/IRA)
Current Tax-Free Accounts Annual Contribution
Assumed Annual Inflation Rate (%)
Assumed Annual Investment Return (%)
Section 6: Your New Savings Plan
How much NEW monthly savings can you commit to this goal?
Calculate Retirement Plan
Reset Form
Export Cashflow CSV
Retirement Plan Results
Total Savings Goal at Retirement:
Projected Value (with current savings):
Required Additional Monthly Savings:
Personalized Savings Impact
Your Proposed Monthly Savings:
Plan Success Score:
Age Your Funds Will Run Out:
Projected Total at Retirement:
Hide Results