Planning for retirement can feel overwhelming, but the My Retirement Goals tool makes it easier to take control of your future. Whether you’re just getting started or fine-tuning your strategy, this tool gives you a clear snapshot of where you stand and helps you explore simple adjustments that could make a big difference.
It’s designed to be easy to use and personalized so you can set goals, track progress and make informed decisions with confidence.
Discover what this tool can do for you
The My Retirement Goals tool gives you a quick look at how your current savings and income can support your retirement, and it lets you explore various scenarios to learn how small changes could help you get closer to achieving your goals.
Key features and benefits:
All-in-one dashboard: Enter your retirement goals, savings and other details in one spot
Real-time updates: Review your projected retirement income and goal progress instantly as you make changes
Personalized outlook: Get a clear snapshot of your retirement readiness every time you log in
Comprehensive inputs: Include Social Security estimates and outside account balances for a complete picture
Adjustable strategy: Test multiple scenarios to find the retirement strategy that works best for you
Visual indicators: Easy-to-read charts make your financial data simple to understand
Begin by clicking the “Set Up Your Goals” button to enter your initial goals. Once you’ve done that, you can return at any time to make updates by selecting “Review and update your goals here.”