Retirement planning tools
Do you know how much your retirement savings will be worth at age 65? This tool can help you set a monthly savings goal.
Find out the features of traditional and Roth IRAs.
Compare the consequences of taking a cash distribution with the benefits of a direct rollover.
Find out which options for your company stock are best for you if you change jobs or retire.
See how keeping your investment costs low can translate into more spending money.
Use our interactive illustration to see your chances of living up to 30 years or more in retirement.
Use our worksheet to create a realistic budget for retirement that includes basic and discretionary expenses.
Use our worksheet to determine your sources of retirement income.
Learn how RMDs work and how to calculate your RMD withdrawal.
Set your goals, get advice on investments, and forecast your chances of success with Financial Engines. Available as a complimentary service to investors with $50,000 or more in assets.