Wealth Score Complete the form below and we'll reply within one business day with your Wealth Score! First Last Email Your age Your desired retirement age At what age would you like to retire or did you already retire at? This will help us gage how many years you will spend in retirement. Your current (or most recent) annual income Use your gross income before taxes and other deductions. This number helps us gauge your ability to save. Your total retirement savings you have today This number should include 401(k)’s, IRA’s, other investment accounts, etc., plus any employer contributions to help determine your retirement readiness as of today. Amount you save each month for retirement Include contributions going to your workplace savings account (401k, 403b), IRA, or any other savings account. Don’t forget your employer contributions. It's OK to use your best guess. Choose how your expenses will change when you retire Less Same More Choose your investment style Conservative Moderate Aggressive