Information provided is for illustration purpose only.

Suggestions on improving your goal are based on your inputs and results may or may not be appropriate for your situation.

The Likely Amount Needed is the total cost of the goal in present value dollars.

The Likely Amount Available for a Retirement Goal is the amount of Social Security and investment assets you have available over the course of your retirement in order to fund your retirement. The amount you can fund is subject to applicable contribution limits. The percentage of current income available in retirement is presumed to cover taxes.

The Likely Amount Available for a Savings Goal is the amount of investment assets you have available over the course of the goal period in order to pay for the goal. The values reflected are in present value dollars. The actual amounts will vary based on actual returns experienced by your investments.