The tool allows for very detailed inputs. Finally, the results are displayed with both attractive graphs and in table format.įidelity customers can take the data from the snapshot and create a more detailed retirement plan.įor those that want to roll up their sleeves and spend hours with a retirement too, the Flexible Retirement Planner is the tool of choice. Second, the underlying assumptions (e.g., inflation, life expectancy, social security) can be changed easily. First, once investment accounts are added to the financial dashboard, the Retirement Planner takes all of the available data and runs 5,000 investment scenarios automatically. Personal Capital has just launched a Retirement Planner as part of its free financial dashboard. The first option is the newest on the list. Having used just about every online retirement planning tool available, I thought I'd share the five that rate among the very best. The best tools allow you to understand the assumptions that are being made and to change those assumptions easily. A good online retirement tool can make crunching decades of numbers and assumptions a snap. Calculators are also ideal for retirement planning.
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