Retirement Planning

Plan for your financial future

Retirement Planning

Creating a Retirement Plan

Go to Retirement → Create Plan to:

  • Set retirement age
  • Define desired retirement income
  • Input current savings
  • Adjust growth assumptions

Plan Projections

The system calculates:

  • Projected retirement balance
  • Required savings rate
  • Years to retirement goal
  • Shortfall or surplus

Plan Comparison

Compare multiple retirement scenarios to find the best path forward.

Savings Planner

Track your emergency fund and calculate how much you should save based on your lifestyle.

Visual Guide

Screenshot 1: Retirement Plans List

Step 1: Retirement Plans List

View all your retirement plans with status and key metrics.

Screenshot 2: Create New Plan

Step 2: Create New Plan

Enter retirement age, desired income, and current savings to create a plan.

Screenshot 3: Plan Projections

Step 3: Plan Projections

See projected retirement balance and required savings rate to reach your goal.

Screenshot 4: Compare Plans

Step 4: Compare Plans

Analyze multiple retirement scenarios side-by-side to find the best approach.

Screenshot 5: Savings Planner

Step 5: Savings Planner

Track emergency fund and calculate recommended savings amounts.