Visual retirement planning

See the life ahead — and the money behind it.

Two complementary tools turn retirement dates, decisions, income, savings, and spending into a clearer picture of the future.

Two views of retirement

Plan the journey. Test the finances.

The Runway and Nest Egg solve different parts of the same planning problem. Use either one on its own, or use them together for a more complete view.

The Runway retirement timeline showing Medicare, reduced schedule, retirement, and Social Security milestones
Visual timeline planner

The Runway

See when life happens.

Place retirement, Social Security, Medicare, travel, major purchases, downsizing, and other milestones on one interactive timeline.

  • When should each transition happen?
  • How do major events relate to one another?
  • What does the full retirement journey look like?
Explore The Runway
Nest Egg projected investment portfolio chart showing retirement, annuity, survivor, and last-death milestones
Retirement projection tool

Nest Egg

See whether the money holds together.

Model savings, spending, retirement income, investment assumptions, retirement timing, and survivor years in one understandable projection.

  • How long might the portfolio last?
  • What changes improve the outlook?
  • How does the plan evolve for either survivor?
Explore Nest Egg

Better together

Retirement is both a timeline and a financial path.

A projection alone can feel abstract. A timeline alone cannot tell you whether the plan is financially sustainable. Together, the two tools connect the events you envision with the resources intended to support them.

The Runway asksWhen does life happen?
Nest Egg asksCan the money support it?

For financial advisors

Make the experience part of your practice.

Branded editions can keep your firm visible while clients explore their timeline and retirement projection—during meetings or later at home.

Learn About Branded Editions
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