This is an example household so you can see the tool working.
±1 percentage points
Your plan has a strong margin of safety
In most scenarios, your portfolio lasts through age 95.
All values shown in today's dollars
Ways to improve
Retire 1 year later (at 63) → little effect
Spend up to $500/mo less → little effect
Delay Social Security to 70 → little effect
Review claiming agesPortfolio Over Time
Projected balance across different market scenarios
Looking Good
Your plan has a strong success rate. You have room for flexibility - consider whether you could spend more on experiences or leave a larger legacy.
Trial details aren't stored between pages. Run again to explore individual trials.
±1pp
Your plan has a strong margin of safety
Ways to improve
Retire 1 year later (at 63) → little effect
Spend up to $500/mo less → little effect
Delay Social Security to 70 → little effect
Review claiming agesAll values in today's dollars