Retirement Readiness Scorecard
Inputs
Compact assumptions with defaults.
Overall Readiness
0–100 score with category sub-scores.
Savings
0
Income
0
Tax
0
Legacy
0
This looks worth addressing sooner.
Your results point to elevated planning risk. A short planning session can identify the fastest levers to pull.
- High blind-spot score (overall <60).
- Small assumption changes can materially change outcomes.
- A coordinated plan can reduce risk and improve efficiency.
Schedule a planning session to stress-test options and build a step-by-step action plan.
Summary & Badges
Key insights at a glance.
Guaranteed covers 0%
Federal bracket: 0%
SS taxable: 0%
Wealth at retirement
$0
Wealth at 80
$0
Wealth at 90
$0
Wealth at end
$0
Top 3 Action Steps
Personalized suggestions to raise your score.
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Educational tool only. Results are simplified estimates and not financial, tax, or legal advice. Consider taxes (including your projected federal marginal bracket), sequence risk, healthcare costs, and personal circumstances. Weights: Savings 35%, Income 25%, Tax 25%, Legacy 15%.
Scoring notes: Funding success proxy uses simple annual projection with post-ret return – inflation – 1% safety built into weights; guaranteed coverage ratio emphasizes SS/Pension/Annuity; tax friction uses pre-tax share, projected federal marginal bracket, RMD peak, and headroom to the next bracket; legacy reflects documents & hygiene.