Please enter the information required in the spaces below using the following guidance:
Current Age: Enter your age rounding to the nearest year. For example, if you are 41 years and 9 months old, you should enter 42. If you are 41 years and 3 months old, you should enter 41.
Retirement Age: Enter how old you expect to be when you retire, rounded to the nearest year.
Current Savings Balance: Enter the total amount you have in financial assets such as savings accounts, Certificates of Deposit, Stocks, Bonds, etc. Do not include the value of non financial assets such as automobiles, furniture, computers, etc.
Monthly Contributions to Savings: Enter in the monthly amount you contribute to the financial assets that you listed above in your Current Savings Balance.