Handy Checklist

You’ll need to know the following information to complete this simulation. Keep in mind; there are definitions and tips during the three-step process to help you determine what to enter.

Step 1: Enter your retirement goals (including spouse/partner info is optional)

• Desired retirement age
• Current annual earned income (salary plus bonuses)
• Desired income at retirement

Step 2: Enter your current investments and monthly deposits (including spouse/partner info is optional)

• Total market value of current investments you plan to draw from during retirement (divided by asset class*), such as:

• Savings Accounts
• CDs
• 401(k)
• IRAs

• Any additional amounts you plan to save per month (by asset class)

* For help classifying each type of investment, refer to your monthly/quarterly statements, access account information online (if available), and then utilize the Classification Guide & Worksheet.

Step 3: Determine your risk tolerance

• Choose the option that best describes how you feel about investment risk
• Take the Asset Allocation Questionnaire for a more detailed analysis of the type of investor you may be