Sample data

This is an example household so you can see the tool working.

Retirement Calculator

Timeline

Your Projection

$3.8M

Balance at Pat 95

Today's $
Roth: not run Chance: not run
Everything above assumes
9% returns · 3% inflation · 20% bonds

Roth Conversion Optimizer

See how much you could save by converting at the right pace

2030 · Pat 62 | Lee 64 — Lee retires · Retire · Everyday retirement living starts · Pre-Medicare health bridge starts · Retirement travel starts

Account Balances by Type (Today's $)

586065707580859095$0$1.0M$2.0M$3.0M$4.0M$5.0M
Cash
Brokerage
Tax-Deferred
Roth
Real assets
Liabilities
Net worth
Milestones
2030Pat 62 | Lee 64
Net worth
$1,947,395
−$13,747 · −0.7%vs 2029
Balances$1,579,120-$26,093
Cash
$0
Brokerage
$236,581
Tax-Deferred
$1,342,539
Roth
$0
+ Real assets
$475,000
− Debt
$106,724
This year
Money in$101,321
Withdrawals$101,321
Money out$101,321
Spending$100,794Healthcare$527

No conversion or required distribution this year.

Milestones
Lee retiresRetireEveryday retirement living starts+2 more