Sample data

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

Retirement Calculator

Plan your retirement with comprehensive projections and tax optimization. Private by default — modeling runs in your browser.

Your Projection

$4.8M

Balance at age 95 (spouse)

Based on

9.0%

Returns

3.0%

Inflation

20%

Bonds

  • No state selected — state income taxes excluded
  • Account types assumed from a typical mix — refine in Accounts

Values in today's purchasing power

Roth Conversion Planner

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

Account Balances by Type (Today's $)

55575961636567697173757779818385878991939597$0$1.0M$2.0M$3.0M$4.0M$5.0M
Cash
Brokerage
Tax-Deferred
Roth
Milestones