Are you married or single? Married Single Your age now Age you want to retire Spouse’s age now Spouse’s retirement age What you want to spend each month Everything you want. The bills, the trips, the time with the grandkids. Social Security each month Your best estimate. Add both spouses if married. Pension each month, if you have one Leave blank if none. What you’ve saved for retirement All your retirement accounts and investments, rolled together. A round number is fine. How much of that is pre-tax (401k or IRA)? Your 401(k), 403(b), or traditional IRA money. Leave blank if you’re not sure. Show me