Chart Your Retirement Tax Path
Answer a few quick questions and we’ll create a personalized projection showing how Social Security and RMDs may impact your tax bill.
Name
*
First Name
Last Name
Email
*
example@example.com
Date of Birth
*
-
Month
-
Day
Year
Date
Are you married?
*
Yes
No
Spouse's Name
First Name
Last Name
Spouse's Date of Birth
-
Month
-
Day
Year
Date
Your approximate retirement account balances (401k, IRA, 403b, etc.)
*
An estimate is fine—we just need a ballpark to project Required Minimum Distributions.
Spouse's approximate retirement account balances (401k, IRA, 403b, etc.)
Retirement accounts (like IRAs and 401(k)s) are held individually. Please provide your spouse’s approximate balance separately.
Do you know your estimated monthly Social Security benefit at full retirement age (FRA)?
*
Yes
No
Your estimated benefit amount
Rounded ballpark figure is fine.
Your current annual income
If you don’t know your SSB, we’ll estimate it from income.
Do you know your spouse's estimated monthly Social Security benefit at full retirement age (FRA)?
Yes
No
Spouse's estimated benefit amount
Rounded ballpark figure is fine.
Spouse's current annual income
If you don’t know your spouse's SSB, we’ll estimate it from income.
Do you expect other major sources of retirement income? (Optional)
Pension
Annuity
Rental Income
Other
Pension Income (Annual, Approximate)
Annuity Income (Annual, Approximate)
Rental Income (Annual, Approximate)
"Other" Income (Annual, Approximate)
Planned Retirement Age
*
Please Select
Before 60
60
61
62
63
64
65
66
67
68
69
70
After 70
Spouse's Planned Retirement Age
Please Select
Before 60
60
61
62
63
64
65
66
67
68
69
70
After 70
Estimated Living Expenses in Retirement (Optional)
About how much do you expect to spend per year in retirement?
Please confirm before submitting
I understand this Retirement Tax Compass is for illustration purposes only and is not individualized tax, legal, or investment advice.
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