Retirement Score - Pocket Plan App

Answer Your Financial Questions With Facts

Find out if you'll ever run out of money with a custom Retirement Score. Simply connect your accounts to view the probability of running out money in Retirement and answer your questions like:

When Can I Retire?

Select when you'd like to retire and we'll calculate how much you can spend with a high probability of never running out of money

How Much Can I Spend?

You can target a specific dollar value or income replacement rate to see the odds of you making it successfully.

What If?

Use one of our custom scenarios to achieve your goals or build one of your own to make a plan you're most comfortable with.

What's Your Retirement Score?

Find Out In Minutes

Use your Retirement Score to help better understand your money.

The closer your Retirement Score is to 100, the more confident that you can be. 

Your Retirement Score looks at your ability to meet your goals until age 86. 

How to Improve Your Retirement

Create a Scenario to test your Retirement Score

When You Retire

How Much Money You Spend

How Much Money You Save

Set your inputs and watch your Retirement Score change

Once you save the Scenario, you’ll have an updated Retirement Score. 

Change your inputs until you find a Scenario that you’re comfortable with. If you need help, share your scenario with an Advisor.

Your Retirement Score can empower you to know where you stand and model the outcome before taking action.

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What's your Retirement Score? Find out in Minutes

What's your Retirement Score? Find out in Minutes

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