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 97.
All values shown in today's dollars
Ways to improve
Retire 1 year later (at 61) → 95% (+3pp)
Spend $250/mo less → little effect
Spend $500/mo less → 96% (+4pp)
Review expensesDelay Social Security to 70 → 96% (+4pp)
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.
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±1pp
Your plan has a strong margin of safety
Ways to improve
Retire 1 year later (at 61) → 95% (+3pp)
Spend $250/mo less → little effect
Spend $500/mo less → 96% (+4pp)
Review expensesDelay Social Security to 70 → 96% (+4pp)
Review claiming agesAll values in today's dollars