Age: 55
25 100Gender:
Male
Female
Female
Age: 55
25 100Gender:
Male
Female
Female
Single
Joint
Risk-Free Rate: 0.00%
-2.0% 10.0%Net Worth (mm):
Inflation Rate: 1.00%
-2.0% 10.0%Unrealized Gains: 0%
0% 100%Risky Portfolio Expected Return (Nominal): 5.00%
0.0% 10.0%Net Worth in Trad. IRA: 0%
0% 100%Risky Portfolio Volatility: 20%
0% 25%Net Worth in Roth IRA: 0%
0% 100%Dividend Rate: 2.00%
0.0% 10.0%Social Security Benefit at Age 70: $4000
$0 $10000Risk-Free Target Bequest ($k):
Minimum Annual Spending ($k):
Risk Aversion Index: 2.00
1.00 5.00Time Preference Rate: 1.00%
0.00% 10.00%Lifetime Portfolio Calculator
This calculator is for information purposes only, and should not be construed as investment advice.
Additional Information:
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