| Current age | Your current age. |
| Age of retirement | Age you desire to retire. |
| Household income | Your total household income. If you are married, this should include your spouse's income. |
| Current retirement savings | Total amount that you currently have saved toward your retirement. Include all sources of retirement savings such as 401(k)s, IRAs and Annuities. |
| Pre-retirement rate of return | The annual percent you expect to earn on your investments before you retire. |
| Post-retirement rate of return | The annual percent you expect to earn on your investments after you retire. |
| Percent of income to save | The percentage of your annual income you will save for your retirement goals. |
| Expected salary increase | Annual percent increase you expect in your household income. |
| Years until retirement | Number of years before retirement. |
| Years of retirement income | Total number of years you expect to use your retirement income. |
| Percentage income desired | The percent of your household income will need to have in retirement income. |
| Are you married? | Check this box if you are married. Married couples have a higher maximum social security benefit than single wage earners. |
| Include social security? | Check this box if you wish to include social security benefits in your retirement planning. |
