Create a model retirement plan that includes retirement account balances, anticipated annual withdrawals and several Social Security options.
Decide whether a Roth IRA conversion is right for you.
Learn whether your anticipated investment returns will meet your long-term investment goals.
Figure your current net worth and estimate your outlook for the next 10 years.
Determine your desired loan payment or your loan amount, and review your monthly payment schedule.
Estimate whether you’re saving enough to fund your educational goal.
See how much your savings will be worth after taxes and inflation.