Current Age
Retirement Age
Plan To Age
Current Portfolio
Taxable (Brokerage)
$
Pre-tax (401k/IRA)
$
Post-tax (Roth)
$
Tax-free (HSA)
$
Total$0
Annual After-Tax Income
$
Annual Income Growth
%

Annual Contributions

Taxable (Brokerage)
Pre-tax (401k/IRA)
Post-tax (Roth)
Tax-free (HSA)
Total$0/yr

Income sources that offset portfolio withdrawals in retirement. Each reduces how much you need to draw from your portfolio.

Social Security
Pension
Other

Allocation Strategy

Showing allocation at age 30. Shifts automatically each year during simulation.

Return Modeling
90% stocks
10% bonds
0% cash
Blended: 6.5%
Alloc.Exp. return
stocks
%
%
bonds
%
%
cash
%
%
Target Annual Retirement Spending
$
Withdrawal Strategy
Drawdown Rate
%
Max Annual Spending (optional)
$

Non-portfolio assets (home, rental, business equity). Not used in withdrawal simulations — check the box to include an asset's value in the chart.

Advanced features require a 1280px+ wide display. Open on a larger screen to access tax modeling, withdrawal order, and more.

Simulation Mode

FI Number

$0

25× annual spending

Projected FI Age

Age 31

95% of trials ready by this age

Success Rate

0%

Trials not depleted

Portfolio at 90

$0

Median ending balance

Portfolio

5–25th pct
25–75th pct
75–95th pct
Median

Annual Cash Flows

Contributions and growth (up) vs withdrawals (down) by account type

Brokerage
Traditional
Roth
HSA
Growth

Sequence of Returns Risk

0% survived

Crashes before age 91 put this plan at risk.

Plan fails
Plan succeeds
Median
Current Age
Retirement Age
Plan To Age
Current Portfolio
Taxable (Brokerage)
$
Pre-tax (401k/IRA)
$
Post-tax (Roth)
$
Tax-free (HSA)
$
Total$0
Annual After-Tax Income
$
Annual Income Growth
%

Annual Contributions

Taxable (Brokerage)
Pre-tax (401k/IRA)
Post-tax (Roth)
Tax-free (HSA)
Total$0/yr

Income sources that offset portfolio withdrawals in retirement. Each reduces how much you need to draw from your portfolio.

Social Security
Pension
Other

Allocation Strategy

Showing allocation at age 30. Shifts automatically each year during simulation.

Return Modeling
90% stocks
10% bonds
0% cash
Blended: 6.5%
Alloc.Exp. return
stocks
%
%
bonds
%
%
cash
%
%
Target Annual Retirement Spending
$
Withdrawal Strategy
Drawdown Rate
%
Max Annual Spending (optional)
$

Non-portfolio assets (home, rental, business equity). Not used in withdrawal simulations — check the box to include an asset's value in the chart.

Advanced features require a 1280px+ wide display. Open on a larger screen to access tax modeling, withdrawal order, and more.

Simulation Mode
Publicly shareable link copied to clipboard

My Scenarios

No saved scenarios yet.

Sign in to sync across devices