Use this worksheet to see how well your current retirement strategy
is working, and use the results to refine your strategy accordingly.
Some tips for filling out the worksheet:
Input your data in today's (current) dollars. This calculator is designed to take into account the effects of inflation.
For some fields, we've provided default inputs you
are welcome to edit these if you wish.
The tools and calculators provided are for educational and illustrative purposes only. They are presented as a convenience and are not intended to provide financial advice. Please consult with a financial advisor regarding your unique situation.
Any tax or legal information in this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice.