Retirement overview
See retirement accounts, recurring retirement income, reserves, obligations, and distributions in one view. Projections and what-if scenarios are planned, not live.
- Plans
- Personal Plus and Personal Wealth
- Availability
- Rolling out in prelaunch
- For
- Personal
- In KontoCore
Personal → Retirement
Retirement projections and what-if scenarios: Planned.
What this does
The overview gathers tax-advantaged accounts, recurring retirement income (pension, Social Security, annuities entered by you), reserves, and obligations, with net-worth context.
It describes your current position. Forecasting, projections, and what-if scenarios are planned. KontoCore does not provide investment, tax, or retirement advice.
How to
Set up the overview
- 1Open Personal → Retirement.
- 2Mark which accounts are retirement accounts.
- 3Add recurring retirement income and known obligations.
- 4Review the summary.
What happens in your books
Read-only summary of existing records.
Common mistakes
- Treating the overview as a projection of future balances.
Troubleshooting
Account missing
It isn’t marked as a retirement account in Net worth.
Related articles
WealthKraft investments: what’s live and what needs a providerTrack investment, brokerage, and retirement accounts with manual balances and valuations today; live aggregation requires a provider connection. Read-only — no trading or advice.Net worth, assets, and liabilitiesAdd household assets and debts, update their values over time, and see a derived net worth that never double counts accounts, investments, and property.Tax readiness and checkupsGather tax documents, check that receipts and categories are complete for the year, and run household checkups — preparation, not tax filing or advice.KontoCore PersonalThe household edition: money in and out, recurring bills, documents, net worth, and read-only investments with WealthKraft.
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Last reviewed October 6, 2026