Sample data

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

Retirement Planner

Enter your plan once — every chart, simulation, and optimizer builds on it.

Timeline

Your Projection

$3.8M

Balance at age 95

Based on

9.0%

Returns

3.0%

Inflation

20%

Bonds

Plan Roth conversionsCheck Chance of Success

Values in today's purchasing power

Roth Conversion Planner

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

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

Account Balances by Type (Today's $)

5860626466687071727476788082848688909295$0$1.0M$2.0M$3.0M$4.0M$5.0M
Cash
Brokerage
Tax-Deferred
Roth
Real assets
Liabilities
Net worth
Milestones
2030
age 62

Balances

Cash$0
Brokerage$236,581
Tax-Deferred$1,342,539
Roth$0
Total$1,579,120
Real assets$475,000
Liabilities-$106,724
Net worth$1,947,395

Flows this year

Total income$0
Total tax$0
Expenses$100,794
Total withdrawals$101,321
Roth conversion—
RMD—

Milestones

Lee retires

Retire

Everyday retirement living starts

Pre-Medicare health bridge starts

Retirement travel starts