Retirement Outlook
Smart retirement investing starts with a clear goal and a strong plan. We created the Retirement Outlook planning tool to help Smart401k members track progress toward retirement goals and overcome unexpected expenses by creating a strong investment plan.
Easy to use!
In four simple steps, you can see how you’re progressing toward the retirement you’ve imagined. See a short video for more detail.
Flexible!
Using Monte Carlo simulation and our proprietary investment methodology, Smart401k handles the projections and calculations for you. All you need to do is input your income and savings information – estimates are fine. Your Retirement Outlook results are further personalized based on your Investor Profile.
Explore our suggestions to change your results. You can easily change your input on the results page to see how changes could affect your financial outlook. How would it look if you retired early or worked part-time during retirement? It’s easy to see.
Enhanced Planning!
Retirement Outlook allows you to:
•save your results to view and edit in the future,
•print your Retirement Plan results for your records,
•access a detailed estimate of your retirement cash flow and
•easily view a simplified list of all your inputs.
Become a Smart401k member today to use this valuable tool.