How do I set up a retirement income goal?

To see our Safe Withdrawal advice, you first need to have a Retirement Income goal. Once created, use the tools on the goal's Plan to see recommended safe withdrawal advice even before you fund your account.

To add a retirement income goal, first click "Add New" from the menu after logging in from a web browser. Or, from the mobile app, log in and click "Add goal/account."

After you choose your account type (individual, joint, trust or IRA), you will choose the "Retirement" option and pick "No, I'm retired and looking to make regular withdrawals."