Toggle settings, adjust assumptions, and see how your plan changes — all without creating an account.
These demos are shared — other visitors may be adjusting toggles at the same time, so projections may shift unexpectedly.
A few years from retirement, owns a home, considering downsizing. Part-time consulting to bridge the gap. Can she make it work?
Try This Scenario LiveAlready retired with significant savings. Multiple income streams, spouse benefits, and future property sales. The most complex scenario — see how it all fits together over decades.
Try This Scenario LiveMid-career, renting, contributing to a 401(k) and hoping to retire at 65. Is he on track, or does he need to adjust? What if an inheritance comes through?
Try This Scenario LiveEarly in a career, contributing steadily. Thirty years of compounding ahead. See what starting early really looks like — and what happens if the market has a rough decade.
Try This Scenario LiveChoose from curated retirement plans that match different situations.
Toggle settings and see how changes affect the projection in real time.
Create a free account to build your own personalized retirement plan.
No. The demo is fully interactive with no signup, no email, and no credit card. You can explore every feature, toggle settings, and see real projections. When you're ready to build your own plan with your own numbers, creating a free account takes about 30 seconds.
The scenarios are fictional but realistic. They're designed to represent common retirement situations — from a young saver just starting out to a wealthy early retiree managing multiple income streams. The projections use the same engine as real accounts, so the math is identical to what you'd see with your own plan.
Demo scenarios are shared across all visitors, so changes you make may be overwritten. To build a permanent plan with your own numbers that only you can see and edit, create a free account — it takes less than a minute and no credit card is required.
The demo lets you explore the full calculator interface — toggle Social Security timing, adjust spending, and see year-by-year projections. A free account lets you enter your own numbers, save your plan, add financial events, and come back anytime to update it. Premium adds unlimited projection years, spouse planning, Monte Carlo up to 50,000 iterations, and more.
No credit card required · No signup needed for demo