Plan status
Enter your details to see your plan status
Your projection updates as you adjust the inputs.
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funded
Peak assets
$0
Years funded
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Lifetime tax
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Avg eff rate
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IRMAA
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Asset BreakdownHow each account contributes to total wealth, and how it's drawn down again
Withdrawal TimelinePension, Social Security, withdrawals, and taxes year by year
Spending vs. Inflation-Adjusted NeedBase case vs. ±1% inflation scenarios: how spending need diverges over time
Early Retirement SensitivityTotal assets at each age if you retire 2 years earlier, 1 year earlier, on target, 1 year later, or 2 years later
Yearly Projection TableNominal dollars. Spending need grows with your inflation rate each year
| Year | Age | Taxable | Speculative | Tax-Deferred | Tax-Free (Roth) | Cash | Total Assets | Needed Income | Withdrawal | RMD | Federal Tax | State Tax | Total Income |
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