Clear Path Retirement PlannerClear Path
Clear Path
Retirement Planner
Explore retirement possibilities, understand the tradeoffs, and turn a complicated financial future into a path you can act on.
Clear Path · Release 542
See your plan at a glance and explore four retirement analysis modes.
Organize expenses across retirement stages, categories, and priorities.
Compare monthly benefit estimates by claiming age for each spouse.
Keep retirement balances, income sources, and contributions together.
Build your household plan one step at a time.
Find help with analysis modes, scenarios, reports, and saving your plan.
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Getting started
Before you start
- Access
- Open the planner in your web browser. No account is required.
- Prepare your information
- Have your account balances, expected spending, and Social Security benefit estimates ready. A larger screen makes the detailed tables easier to work with.
- Keep a file copy
- Plans stay in the browser until you use Save as… to save a file. In Chrome or Edge, choose a folder; Save plan then updates that file. Use Open Plan to reopen a saved file.