Get Your Retirement Readiness Score
To safeguard your information, this page is protected by SSL Security.
First Name
|
|
Last Name
|
|
Email Address
|
|
Phone Number
|
|
Extension |
|
Pass Code
 This is the pass code that was either provided
to you in person, by letter, by email, or in some form of advertising
such as magazine, radio or TV. If you do not know the pass code,
please enter: RRON.
|
|
Resident Zip Code
|
|
What is your current age?
|
|
At what age do you wish to retire?
|
|
Life Expectancy — To what age do you wish to
plan your retirement income?
How long do you need your assets to
maintain retirement income for? Current life expectancy for the average
retiree is in the mid 80's, but life expectancy is improving. If your
family has a history of longevity, factor that in as well. If you want
to know what the current life expectancy is for you and your spouse,
click on [Help]. Generally it is better to plan for a longer life expectancy
so you don't run out of money.
|
|
Current Annual Household Income
|
|
Current Retirement Savings Balance
|
|
Annual Savings for Retirement |
|
Do you wish to increase your annual retirement savings
to account for inflation?
|
Yes
No |
Average Rate of Return you expect to earn on your
retirement savings up to retirement age.
|
|
Average Rate of Return you expect to earn on your
retirement savings during retirement?
|
|
Average Rate of Inflation you wish to use in your
analysis.
|
|
Annual Retirement income from other sources. |
|
At what age does this other retirement income start?
|
|
Expected annual increase percentage for other retirement
income.
Will this additional retirement income increase
each year due to a Cost Of Living Adjustment or a set percentage?
If so, enter the average annual percentage increase you expect.
|
|
Amount of any expected future additional retirement
assets.
If you expect to increase your retirement assets
in the future either through an inheritance or the sale of an asset,
add the expected amount of assets here. Only include the amount that
will be added to your current retirement savings balance that is intended
to generate retirement income.
|
|
At what age will these future additional assets be received? |
|
Do you wish to increase your income during retirement
to account for inflation?
|
Yes
No |
Please click only once, then wait for the acknowledgement screen to appear.
