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Yes
No
Step 4
Tell us how long you’ve been living on your retirement savings, so we can see how much longer they may last.
Step 5
This could include your contributions to retirement accounts, employer contributions and any other regular savings.
Step 6
Your investable assets include cash and funds in your bank accounts, retirement accounts and investing accounts, including 401(k)s and IRAs. They do not include real estate or other tangible assets.
Step 7
Consider how much you currently spend each month, then estimate what you’ll need to maintain your desired lifestyle.
Step 8
Where you live can have a big impact on your cost of living and retirement income needs. Knowing your general location can help us provide more accurate insights.
Final Step