Single
Joint
Age: 55y
25y
100y
Gender:
Age: 55y
25y
100y
Gender:
Net Worth (mm):
Average Tax Rate: 35%
0%
50%
Unrealized Gains: 0%
0%
100%
Net Worth in Trad. IRA: 0%
0%
100%
Net Worth in ROTH IRA: 0%
0%
100%
Social Security Benefit at Age 70: $4000
$0
$10000
Minimum Annual Spending ($k):
Income ($):
Income Cutoff: 50
40
100
Risk-Free Rate: 0.00%
-2.0%
10.0%
Inflation Rate: 1.00%
-2.0%
10.0%
Risky Portfolio Expected Return (Nominal): 5.00%
0%
10%
Risky Portfolio Volatility: 20%
0%
50%
Dividend Rate: 2.00%
0.0%
10.0%
Risk Level: 5
CRRA:
4.0
3.5
3.0
2.5
2.0
1.5
1.0
Bequest Priority: 5
Years:
0
10
20
30
40
50
60
70
80
90
100
Time Preference Rate: 3.00%
0.00%
10.00%
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Joint Portfolio Calculator
This Calculator is for information purposes only, and should not be construed as tax advice.
