TELL US ABOUT YOURSELF:

years old
years old

YOUR INCOME DETAILS:

dollars
dollars

YOUR SAVINGS AND CONTRIBUTIONS:

dollars
dollars
dollars
dollars
dollars
dollars

Return on savings:

percent

ADDITIONAL RETIREMENT INCOME SOURCES *

Defined benefit pension plan:
dollars
Other sources of retirement income:
dollars
Ribbon
75%
of your goal
has been met

Your retirement savings goal:
$1,743,721

Your projected savings:
$1,166,484

Information: You still need to save:You have a surplus of:
$577,237

You’ve got some more saving to do. You’re almost there! You’re almost there! You will need to save $485 more per month to reach your retirement savings goal. You will need to save more to reach your goal.
Your savings are right on track! Looks like you’re on track to reach your retirement savings goal.
Based on what you’ve told us, you’ll reach your retirement savings goal at age: XX
Find ways to save more - review your results with an advisor.

EXPLORE YOUR SAVINGS:

Retirement savings comparison
Your retirement savings goal: $2,775,597

Raising your registered retirement savings contribution to $1,285/month will increase your total retirement savings to $1,755,834.

Congratulations! By saving $X/month, you will reach your retirement savings goal and have $X left over.

Changing the amount you're saving per month to $1,200/month, lowering/raising your retirement age to 65 years, and lowering/raising your expected retirement income to $40,000, will change your total retirement savings to $X. Compared to your goal, that’s a surplus/shortfall of $X.

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