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About you (Lifetime Planner)

  1. Click Include spouse to include your spouse in your plan.
    • What if my partner and I are not legally married?
  2. Enter your name and your spouse's name, and your dates of birth.
  3. Enter your retirement ages.
  4. Enter the life expectancy for yourself and your spouse, or click Calculate and answer the questions in the Calculate Life Expectancy dialog. If desired, you can add additional years to the figure provided by the Planner.
  5. Add dependents. (Optional)

Notes

  • Tips about including or excluding a spouse
  • Tips about estimating your retirement age
  • Tips about how Quicken estimates life expectancy
  • Tips about how the Lifetime Planner figures retirement for plan elements
  • General tips

Return to Get started with the Lifetime Planner.

Not Available in Canada

This tool is unavailable for users of our Canadian products.

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