Retirement Forecast
See what you are building toward and what your current path may support.
Review my forecast Plan essential 2 of 2 · About 3 minutesBuild your savings and understand your portfolio.
Connect saving, portfolio assumptions and the retirement plan, then review the trade-offs in one place.
Start here
Portfolio
Record your current portfolio, set a broad target and choose what your plan uses.
Open Portfolio Plan essential 1 of 2 · Saved on this device when you choose Save
This phase may fit if…
You have savings invested and want to understand the current mix.
Your investments have accumulated over time and you want to review how they support the plan.
You want to understand your diversification, fees and risk.
You want to compare possible improvements before making a change.
What matters now
Review your investing
| Action | Description | Tool |
|---|---|---|
| 1. Record what you own | Add a dated total and only as much investment detail as you have. | Current portfolio |
| 2. Set a broad target | Keep the intended mix separate from what you own today. | Target portfolio |
| 3. Choose what the plan uses | A saved portfolio does not change a forecast until you explicitly apply a source. | Your Plan |
| 4. Review the retirement forecast | See what the selected portfolio assumption means in the larger plan. | Quick Forecast |
Supporting information
Learn more for this phase
Other tools
At minimum, keep these two connected pieces current: your destination and the portfolio assumptions used by the plan.