Chart Your Retirement Tax Path

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 NameLast Name
Email*
example@example.com
Date of Birth*

MonthDayYear
Date
Are you married?*

YesNo
Spouse's Name

First NameLast Name
Spouse's Date of Birth

MonthDayYear
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)?*

YesNo
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)?

YesNo
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)

PensionAnnuityRental IncomeOther
Pension Income (Annual, Approximate)
Annuity Income (Annual, Approximate)
Rental Income (Annual, Approximate)
"Other" Income (Annual, Approximate)
Planned Retirement Age*
Spouse's Planned Retirement Age
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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