My Income & Retirement PlannerSM overview

Experience enhanced flexibility and precision in your retirement and financial planning with My Income & Retirement PlannerSM, a personalized, guided experience to help you take control of your future with confidence.

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Your all-in-one retirement and financial planner

Welcome to your all-in-one digital retirement and financial planner. Designed with your planning needs in mind, My Income & Retirement Planner makes it easy to get started while offering the flexibility to customize and adapt to your evolving financial needs. Whether you’re just starting your retirement journey or have more complex planning requirements, this online planner provides a streamlined experience to help you make informed decisions about your future.

For your retirement planning

It’s your plan – you shape it to reflect how you envision your future. We make it easy for you to gauge how you are doing and to explore ways to help ensure that you reach your goals.

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  • Get your Chance of success score to track your likelihood of achieving your retirement goals

  • Download your personalized Readiness Report

  • Estimate your health care costs and other retirement expenses

  • Explore common "what-if" scenarios to see how they impact your Chance of success score

  • Review and compare withdrawal strategies

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For your comprehensive planning

When you’re ready to refine your retirement and financial plans, take advantage of these additional features to get a clearer outlook of your future:

a laptop showing a graph of funds available in a social security, pensions, RMD and expenses and taxes
  • Receive Digital Coach suggestions when something needs to be updated

  • Calculate your current net worth

  • Ensure that you’ve properly planned for asset distribution and legacy wishes with the estate planning checklist

  • Connect to external accounts to automatically aggregate the balances from any of your financial accounts

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Go to the My Income & Retirement Planner Resource Center to watch tutorial videos and review some of the frequently asked questions.
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Why use My Income & Retirement Planner?

Learn more about how the Planner can help you in your retirement planning journey.