Retirement details
Stage 3 now walks through the money details one question at a time, explaining why each answer matters before it feeds the retirement report.
Stage 3 of your epic retirement plan
Answer one money question at a time. These inputs help RetireAI understand super, salary, contributions, and the income targets you want the report to test.
What is Person 1’s current super balance?
This tells the report how much retirement money is already available before future growth, fees, contributions, or withdrawals.
What is Person 2’s current super balance?
For couples, this lets the report model both super balances instead of treating the household as one person.
What is Person 1’s current annual salary?
Salary helps estimate employer super contributions and how long work income may support the household before retirement.
What is Person 2’s current annual salary?
This adds the second person’s work income and contribution base so the household picture is more complete.
Does Person 1 add extra super each week?
Extra weekly contributions can build the super balance faster, so the report needs them separate from normal employer contributions.
Does Person 2 add extra super each week?
If the second person makes extra contributions, this helps the projection estimate the combined household super position.
What annual combined income should Person 1 target from age 67 to 70?
These are often more active retirement years. This amount tells the report what lifestyle income to test in the early pension-age band.
What annual combined income should Person 2 target from age 67 to 70?
This lets the report test the second person’s income target in the same early retirement band.
What annual combined income should Person 1 target from age 71 to 75?
Spending can change after the first active years. If this is blank, RetireAI can reuse the earlier target as a starting point.
What annual combined income should Person 2 target from age 71 to 75?
This lets a couple model different income needs in the middle retirement band.
What annual combined income should Person 1 target from age 76 onward?
Later retirement can have different travel, lifestyle, or health spending. This amount helps the report test that later-life band.
What annual combined income should Person 2 target from age 76 onward?
This completes the second person’s later-life income target for the report projection.
Stage 3 money details saved.
Next, add the retirement assumptions that shape the report.