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RETIREMENT RUNWAY PROJECT

Build your Baseline Snapshot

We'll use these answers to model your retirement transition and prepare your personalized three-page report.

Report for Verified Customer ·

1 Situation

2 Financial Baseline

3 Income

4 Assumptions

5 Review

STEP 1 OF 5

Where are you in your retirement transition?

I'm planning retirement My retirement date is still ahead. I'm retiring now I'm at or very near my planned retirement date. I'm already retired I'm reviewing how my retirement is progressing.

How old are you today? At what age do you expect to retire? How far should we model your retirement? Age 95 is our standard planning horizon. It is not a prediction of life expectancy.

STEP 2 OF 5

Your financial baseline

How much do you expect to spend each year in retirement?

Include your normal living expenses and recurring lifestyle spending. Use an after-tax / net cash-flow amount. Enter an annual amount. How much do you currently have in investable assets?

Include retirement accounts, brokerage accounts, savings and cash intended to support retirement. Don't include your primary residence unless you expect to use the proceeds for retirement. How much of that amount is currently held as cash or near-cash reserves?

This amount is included within your investable assets, not added to them. How much do you expect to add to retirement investments each year before retiring?

STEP 3 OF 5

What reliable income will help fund your retirement?

Add income you reasonably expect to receive consistently during retirement. Do not include uncertain investment returns or possible future earnings. You can add more than one source.

Don't have reliable retirement income? That's okay. Your Baseline can model a no-milestone retirement transition.

STEP 4 OF 5

Other resources and assumptions

Do you expect a significant one-time amount to become available for retirement?

No Yes

Expected amount

At approximately what age will it become available? Examples include proceeds from selling a home or business, or another reasonably expected asset event. Don't include uncertain future amounts simply to improve the result.

Which currency should this Baseline use? I've entered my spending and retirement income on a consistent after-tax / net cash-flow basis.

STEP 5 OF 5

Review your Baseline

These are the numbers we'll use to build your report. Please check them before submitting.

Your Baseline Snapshot will be sent to

I confirm that the information above is accurate to the best of my knowledge and understand that the Baseline is an analytical planning diagnostic, not individualized investment, tax or legal advice.

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