Planning. Insight. Confidence

Planning for a Confident Future

Planning for retirement starts with knowing where you stand. Ask yourself “Am I on track to meet my retirement goals?”

In a recent survey, just 29% of participants think they know how much they need to save1. While 63% would like more education and insight2 to help them plan with confidence and reach their goals. You spoke, and we’ve responded.

Introducing My Interactive Retirement PlannerSM – your new online retirement planning solution designed to help you envision how your balance today may translate into income in the future. With My Interactive Retirement Planner you can:

  • Learn where you stand – Track your projected monthly retirement income.
  • Create an all-inclusive retirement picture – Enter all of your financial assets.
  • Project your retirement spending needs – Pick the lifestyle you desire and see how your budget may be impacted.
  • Experiment with different scenarios – See the potential impact of decisions you can make today.

Historically, you’ve benefited from current and historical views of your account’s performance – balance, personal rate of return, fund performance. Now, you can begin to see the future. My Interactive Retirement Planner offers the features and insight you need to become more confident about planning for retirement.

Log in -or- Sign up for an online account to start your personalized planning experience.


1 NW Participant Messaging Platform and Needs study, Q2 2013.
2 http://www.transamericacenter.org/docs/default-source/resources/center-research/tcrs2014_sr_three_unique_generations.pdf

Investing involves market risk, including possible loss of principal. There is no guarantee that investment objectives will be achieved.

My Interactive Retirement PlannerSM is a hypothetical compounding example and is not intended to predict or project investment results of any specific investment. Investment return is not guaranteed and will vary depending upon your investments and market experience. Assumptions do not include fees and expenses. If fees were reflected, the return would be less.

Federal income tax laws are complex and subject to change. The information in this tool is based on current interpretations of the law and is not guaranteed. Neither Nationwide® nor its representatives give financial, legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions.

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