Choose your report and create your account
Pick a report tier (from $99 — limited-time special offer, regularly $297 — one-time) and check out securely with Stripe. Your account is created during checkout with just your email and a password — that's how you log back in to view your report anytime.
Complete the guided intake
A step-by-step intake walks you through your household, planned retirement ages, income sources, account balances (401(k), IRA, Roth, taxable), Social Security estimates, pensions, and expected retirement spending. Most people finish in 15–25 minutes, and you can save and return at any time.
The projection engine maps every year of retirement
RetireMap projects each year from today through life expectancy: income and expenses with inflation, Social Security timing, federal and state taxes, required minimum distributions (RMDs), Medicare/IRMAA considerations, healthcare costs, and tax-aware portfolio withdrawals — all in one connected model instead of a single rule-of-thumb number.
Get your Retirement Readiness Report
You receive a Retirement Readiness Score plus a full written report: required vs. projected assets, sustainable income, the first year assets could run out, risk snapshot, and your top improvement levers. Higher tiers add scenario comparisons, withdrawal-strategy analysis, Roth conversion, RMD/IRMAA planning, and stress tests.
Review it on an included consultation
Every tier includes a consultation — from a 15-minute report-orientation call on the Introductory tier to priority scheduling on the Advanced tier — so you understand exactly what your results mean.
What the projection models
- Year-by-year income & expenses
- Social Security timing & taxation
- Pension income
- Federal & state income taxes
- Required minimum distributions (RMDs)
- IRMAA / Medicare premium impact
- Healthcare cost inflation
- Portfolio growth assumptions
- Tax-aware withdrawal ordering
- Roth conversion scenarios
- Survivor-spouse impact
- Projected estate value