Section 1: Goal and Personal Information

Description of Goal Current Age Spouse's Current Age (Optional) Desired Retirement Age Spouse's Desired Retirement Age (Optional) State of Residence in Retirement Select State AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming Plan Until Age (Life Expectancy)

Section 2: Retirement 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 3: Retirement Annual Income (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 4: Assign Asset

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 5: Add Savings

How much NEW monthly savings can you commit to this goal?