Step 1: What does your retirement look like?
Think about how you will spend your time in retirement and learn what to look out for when planning. Use these resources to help you get started.
Step 2: How much money do you need in retirement?
Start building your plan by determining where you’ll spend your money in retirement.
Interactive worksheet – Create your retirement budget
Step 3: What are your sources of income and investment strategy?
Determine what your sources of income for retirement will be, including Social Security. It’s also time to take a new look at your investments.
- Understand your income sources
- Learn more about Social Security
- Social Security calculators – Explore ways to optimize your benefits
- Retirement Income Estimator – See how much you may have when you reach retirement; add other sources of income
- Risk tolerance quiz – Consider your asset allocation
Step 4: How will you create a steady cash flow in retirement?
Learn more about distribution and withdrawal options.