This article describes the key documents and resources that could be beneficial in formulating a plan, keeping in mind that actual outcomes may vary.
Note that you don’t have to enter everything all at once. You can start with basic information and add more later. The more information you add, the more accurate your retirement outlook will be.
Creating a plan is a multi-faceted process. Please reference this list as a guide to the documents you'll want to have available when you set up your plan.
Account login Information
Gross pay
Passive income from rental properties
Monthly, quarterly, and annual expenses
Medical expenses
Infrequent or uncommon expenses and purchase intervals
Most recent tax return(s)
Annuity statements
Pension statements
Summary Plan Document (SPD)
Social Security statements
Account Statements
Retirement accounts
Educational Savings Accounts
Health Savings Accounts
After tax brokerage accounts
Bank accounts
Checking accounts
Savings accounts
Account growth rates
Annual dividend rates (after-tax accounts only)
Account turnover rates/annual capital gains distributions
Home and Real Estate
Property values
Mortgage balances, principal, and interest payment amounts
Debt balances, principal, and interest payment amounts
Credit cards
Student loans
Auto loans
Insurance policies
Businesses owned
Personal property (automobiles, jewelry, precious metals, artwork)
Beneficiary designations