Retirement Snapshot Calculator Guide

Income Graph

Personal Data Input

Use the following as guide to calculate your retirement snapshot.
  • Enter your personal data, make any optional ajustments that are neccessary, and click "Calculate".
  • By selecting either "Income Graph" or "Savings Graph", you will be given a visual representation of your retirement funds. Placing your mouse cursor over the individual graph bars will change the values displayed to the right of the graph based on that given age.
  • View the details of your retirement snapshot by selecting "Spreadsheet".
  • When a shortfall occurs, try increasing the following variables: annual contribution, Social Security age, or retirement age. You can also reduce your retirement goal. Remember to click "Calculate" each time you make a change to see how that change will affect your retirement outcome.
  • For best printing results, use the "landscape" layout.

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