Single
Joint

Age: 55

25   100

Gender:

Male   Female

Age: 55

25   100

Gender:

Male   Female

Net Worth (mm):

Use US Tax
Structure
Use Average
Tax Rate

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%

0.0% 10.0%

Risky Portfolio Volatility:  20%

0% 25%

Dividend Rate:  2.00%

0.0% 10.0%

Risk Level:  5

0
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1
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2
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3
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4
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5
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6
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7
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8
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9
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10
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CRRA:
|
4.0
|
3.5
|
3.0
|
2.5
|
2.0
|
1.5
|
1.0

Bequest Priority: 5

0
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1
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2
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3
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4
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5
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6
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7
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8
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9
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10
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Years:
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0
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10
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20
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30
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40
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50
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60
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70
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80
|
90
|
100

Time Preference Rate:  3.00%

0.00% 10.00%

Lifetime Portfolio Calculator

This calculator is for information purposes only, and should not be construed as investment advice.

Additional Information:
Annuity Price (mm):
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Optimal Risk Percentage:
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Joint Account:
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User #1 Age:
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User #1 Gender:
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User #2 Age:
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User #2 Gender:
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Net Worth:
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Using US Tax Structure:
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Average Tax Rate:
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Unrealized Gains:
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Net Worth in Trad. IRA:
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Net Worth in Roth IRA:
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Social Security Benefit at Age 70:
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Minimum Annual Spending:
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Income:
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Income Cutoff:
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Risk-Free Rate:
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Inflation Rate:
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Risky Portfolio Expected Return (Nominal):
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Risky Portfolio Volatility
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Dividend Rate
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Risk Level:
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Bequest Priority
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Time Preference Rate:
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