Planning includes Partner
Residing State
Running Mode
Average Inflation Rate
SSN COLA Rate
No of Simulations
Planning Horizon | your age 55
Enter your birth date
Plan to Age
Retiring Age
SSN drawing Age
Your Income Details
Gross Income/yr
IRA/401K Contribution
Est. SSN Benefits
Roth Contribution
Deferred Income Distribution
Deferred Balance $
Distribution no of Years
Distribution Start Age
Tune these dials to optimize tax
Withdrawal from IRA%
IRMMA Strategy
Asset allocation(you)
Roth Conv. Strategy
Additional Roth Conversion
Asset allocation(Spouse)
Tune these market returns, that are derived using past 100 years of market data
Equity Market Return
Dividend Return
Bond Market Return
Equity return std deviation
Dividend std deviation
Bond return std deviation
Results
Probability Distribution choice
Run simulation to see results
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