Personal details

Pre-tax income

Existing retirement savings

These values are determined using projections based on assumptions about uncertain future outcomes. The assumptions were determined considering the historic relationship between different items.

The actual future values will depend on the actual amounts invested and the experience of the selected underlying portfolios with regards to investment returns, fees and taxes. This will have a major effect on your financial planning and your ability to reach your goals. It is therefore important to review your retirement plan regularly.