Single
Joint
Age: 55
25 100Gender:
Male FemaleAge: 55
25 100Gender:
Male FemaleNet Worth (mm):
Use US Tax
Structure
Structure
Use Average
Tax Rate
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 $10000Minimum Annual Spending ($k):
Income ($):
Income Cutoff: 50
40 100Risk-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
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CRRA:
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Bequest Priority: 5
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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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