What if already retired when setting up a new plan?

When I set up a plan for my wife and myself it will not allow me to show a retirement date prior to the current year. My wife retired in 2013 and I did in 2014. Perhaps it really does not matter that much but it seemed odd it would not allow for an accurate date in the past?


If you no longer have earnings (where you set your retire date), then your retirement date no longer influences the calculations. You may see a yellow banner that says "If X is already retired skip this input".


dan royer's picture

Yes, as Brian says, just set the current year as your retirement date. Conversely, you may have "retired" from your main job but you are now working part time, for example, at the Fly Fishing shop for the next two years. In that case, enter those earnings and set your retirement date two years hence.

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