Mayo Retirement Planning Tool | Fortress Financial Group

Retirement Analysis

Enter your client's information to generate a comprehensive retirement analysis including pension, 403(b)/457(b) projections, and IRMAA impact.

Personal Information

Client Name

Date of Birth

Filing Status

Employment Details

Hire Date

Target Retirement Date

Current Annual Salary

Annual Raise Rate (%)

FTE Fraction

Pension Service & Formulas

Benefit Service Through 12/31/2003

Benefit Service Through 12/31/2014

Continuous Service Years

Total Benefit Service Years

Final Average Pay (Monthly, pre-2015)

Applicable Pension Formulas

FAPAASLS

403(b) & 457(b) Contributions

Current 403(b) Balance

Current 457(b) Balance

403(b) Contribution Rate (%)

457(b) Contribution Rate (%)

Assumptions & Social Security

Expected Return Rate (%)

Inflation Rate (%)

Estimated SS Benefit at FRA (Monthly)

SS Claiming Age

Estimated Retirement MAGI (for IRMAA)

This tool is for informational purposes only. Actual benefits may differ. Consult official Mayo Clinic plan documents and a qualified financial advisor.