Retirement Planner
Your Roadmap to Freedom
Retirement planning isn't just about saving money — it's about building a life you love. MeyerTrust's Retirement Planner gives you a clear, personalized roadmap from where you are today to where you want to be.
Build My Retirement PlanA complete planning toolkit
From goal-setting to withdrawal strategy, every aspect of retirement planning in one place.
Retirement Goal Setting
Define your target retirement age, desired monthly income, and lifestyle goals. Our planner calculates exactly how much you need to save.
Savings Gap Analysis
See the gap between your current trajectory and your retirement goal — then get a personalized action plan to close it.
Monte Carlo Projections
We run thousands of market simulations to show the probability of your plan succeeding under different economic scenarios.
Healthcare Cost Planning
Healthcare is the #1 retirement expense. Our planner factors in Medicare, supplemental insurance, and long-term care costs.
Social Security Optimizer
Determine the optimal age to claim Social Security benefits. Delaying from 62 to 70 can increase your monthly benefit by up to 76%.
Withdrawal Strategy
Plan the order in which to draw down your accounts — taxable, tax-deferred, and tax-free — to minimize lifetime taxes in retirement.
Retirement milestones by decade
The right moves at the right time make all the difference.
Open a Roth IRA. Even $100/month at 25 can grow to $350K+ by retirement. Time is your greatest asset.
Aim to max out your 401(k) and IRA. Increase contributions with every raise. Target 15% of gross income.
Review asset allocation. Shift slightly toward bonds. Consider a financial advisor for comprehensive planning.
Use catch-up contribution limits. Pay off debt. Estimate Social Security benefits and healthcare costs.
Finalize withdrawal strategy. Decide on Social Security timing. Consider Roth conversions before RMDs begin.
Your retirement plan starts today
The best time to start planning was yesterday. The second best time is now.
Start Planning