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Age: 55

25   100

Gender:

Male
Female

Age: 55

25   100

Gender:

Male
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 $10000

Risk-Free Target Bequest ($k):

Minimum Annual Spending ($k):

Risk Aversion Index:  2.00

1.00 5.00

Time 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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