My Retirement Plan
Enter your details once and get comprehensive analysis across portfolio, withdrawal, tax, and strategy dimensions.
These are sample values to show how the planner works. Update the inputs below with your own numbers for a personalized plan.
Accounts
3 accounts
Total Balance
$215,000
Total Contributions
$34,800/yr
Demographics
Income & Market
In today's dollars • 1.3% of projected nest egg
Pension, rental income, etc.
Market Assumptions
Your plan analyzed across five dimensions. Each tab provides a different lens on your retirement readiness.
How we calculate this100% Ready
You're on track to have $4,604,029 at retirement, versus a target of $1,380,720.
Projected Savings
$4,604,029
Required Nest Egg
$1,380,720
Years Funded
25 years
Monthly Income
$17,347
$7,147 in today's dollars
Your Account Breakdown
| Account | Balance | Contribution | Portfolio | Return | Volatility |
|---|---|---|---|---|---|
| 401(k) | $150,000 | $23,500 | Classic 60/40 | 5.9% | 10.6% |
| Roth IRA | $50,000 | $7,000 | Aggressive Three-Fund | 6.5% | 11.8% |
| HSA | $15,000 | $4,300 | 100% US Stock Market | 6.7% | 16.5% |
Blended Portfolio Overview
Expected Return
6.1%
Volatility
11.1%
Max Drawdown
-24%
Stocks
67%
Bonds
33%
Asset Allocation
Monte Carlo Simulation
500 iterationsProbability of Success
100%
Showing 500 scenarios. Run full simulation for 10,000 scenarios with fat tails and regime switching.
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