Design Your Retirement
Bring the pieces together. Build a clearer retirement picture.
How much will you need? What income can you count on? Where should your next savings go?
Design Your Retirement helps you work through these questions step by step, apply what you learn to your own situation, and make more informed decisions with greater clarity and confidence.
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By the end, you'll have:
- An estimate of how much you may need for the retirement you want, giving you a retirement number you can work with
- Your public retirement income baseline, bringing together the government and pension income that may apply to you
- A clearer understanding of your savings and account choices, including key tax considerations
- Your Next-Dollar Map, to help you decide where future savings may fit
- Your Account Cheat Sheet, to help you understand the role of different account types
- A clearer sense of what to focus on next, on your own or with an advisor
Put what you learn into action.
Use practical lessons, interactive activities and your Retirement Readiness Tracker to organize your retirement picture, save your numbers, update them over time and return to your work as you progress.
See the Retirement Readiness Tracker in action with a short walkthrough.
Choose Your Access
The course and tools are the same. Simply choose how much time you want to complete the course, revisit your work and refine your retirement picture.
7-day refund policy
Financial education only. Not personalized financial, investment, tax or legal advice.
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