How much do I need to retire?

1

Are you planning for yourself or for you and your spouse?* This field is required.

Myself

Me and my spouse

2

What age would you hope to retire or achieve financial independence? * This field is required.You are working because you WANT to, not because you HAVE to.

3

Do you own or rent your home?* This field is required.

Own

Rent

Other

4

About how much do you pay in monthly rent or mortgage?* This field is required.

Below $500

$500 - $1000

$1000 - $2000

$2000 - $3000

$3000 - $4000

$4000 and up

5

Do you have savings/investments that could be used for retirement income?* This field is required.

YESNO

6

What's your estimate to how much you have saved for retirement?* This field is required.The amount that you have allocated only for retirement.

7

Great Job! I'll record a private video for you with the results. Where would you like me to email your results?* This field is required.

8

What is your name?

9

How much monthly income would you need coming in minimum for retirement? I'd be happy with...* This field is required.Generally, you will need about 80% of your current income to maintain a similar lifestyle in retirement.

$4,000 - $7,000

$8,000 - $13,000

$14,000 - $24,000

$25,000 - $50,000

$1,000 - $3,000

10

About how much are you saving/contributing to retirement monthly?* This field is required.

11

What would you guess is your total monthly Social Security or Pension benefit? (Take a guess if you're not sure)* This field is required.

12

How old are you (and your spouse if applicable)? * This field is required.