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Would you like to include your spouse or partner?
Spouse
Birth Date:
MM/DD/YYYY

MM/DD/YYYY
Current Income:
Retirement Goals
Spouse
Desired Retirement Age:
Life Expectancy:
Desired Annual Income in Retirement: %
of your pre-retirement income
%
of your pre-retirement income
Let's add some basic economic information. In order to calculate your results, please choose a rate of inflation for the time between now and when you retire and an inflation rate for the time period when you are retired. These inflation rates can be the same or different. Then please choose an annual rate of return to apply to your investments after you retire.
Pre-retirement Inflation Rate(%):

Post-retirement Inflation Rate(%):

Annual Rate of Return (Post-retirement)(%):

Step 1 of 4 (25%)
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