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How does Wealthfront come up with its retirement advice?

Wealthfront estimates your future retirement spending by projecting your current savings, planned retirement contributions, Social Security benefits, and investment returns after adjusting for inflation and taxes.

We use data from your linked accounts to estimate key variables, such as the value of your current retirement savings, your contribution behavior, and your retirement spending needs.

For more details on our methodology, please log into your account and review the Path disclosures.

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Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.

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