Household Profile
Enter your household once. The retirement, Social Security and tax planners start from these numbers in place of their examples. It is kept in this browser, and in your account when you're signed in.
- Methods explained
- Saved household defaults
You
Your spouse
Accounts
Social Security
From your Social Security statement. Planners that take a yearly benefit get it adjusted for the claim age.
Income and spending
Save
A field left at zero or blank is skipped, so a half-finished profile never wipes out a calculator's example. A shared link and any scenario you load take priority over it.
Export household to Meridian
Download household, people and asset data for Meridian. It requires names and birth dates; these export details stay in this form. The file contains financial figures. Meridian still needs account ownership, income, benefits and spending setup.
Calculators that start from it
- Retirement Income Planner
- Retirement Plan Optimizer
- Roth Conversion Planner
- Withdrawal Order Optimizer
- Spending Guardrails
- Where to Retire: State Taxes
- Tax Gain and Loss Harvesting
- Social Security Claiming Age
- Couples Claiming Optimizer
- Earnings Test Simulator
- Pension Lump Sum vs. Annuity
- Annuity vs. Treasury Ladder
- Retirement Planner
- Required Minimum Distribution
- RMD Projection
How it works›
Model and assumptions. Stores the household fields you enter for reuse on calculators that identify a matching field. Only nonzero, nonblank compatible fields prefill a new example; an input link or loaded scenario takes priority. The profile saves in this browser and syncs when signed in to an allowed account.Saving and account FAQ