25–35 minutes5 tools

Retirement Planning

Map out your retirement from current savings to Social Security — know your number and how to get there.

Who is this for?

Workers at any career stage who want to build a concrete retirement plan

Step 1

Determine how much you need to save to retire comfortably at your target age.

Step 2

Optimize your employer-sponsored 401(k) contributions and see projected growth.

Step 3

Evaluate whether converting traditional IRA funds to a Roth IRA makes tax sense for you.

Step 4

Estimate your Social Security benefits and find the optimal age to start claiming.

Step 5

See if you can retire early with the Financial Independence, Retire Early framework.

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