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Saved Scenarios
Retirement Risk Calculator:
Catch the Tail Risks
Starting Value (today's balance):
Tax Basis:
Next Year Immediate Draw Down, Ergodicity (20-90%):
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This will drop the portfolio by specified percentage immediately. A large, early drop is a big portfolio risk. Imagine in year 2000 you were planning your finances, then there was a massive drop that didn't recover until 2012.
Stock Percentage (1-100%) vs Treasury Bonds:
Treasury Bond Return (0-100%):
Use modeled inflation rate
Inflation Rate (1-99%):
Retirement Tax Rate (≥0%):
ⓘ
Tax liabilities will include the liability for a 2% dividend yield on the stock portion, and also for the treasury yield.
Customize Expenses by Year
Retirement Expenses ($):
Custom Expenses with COLA adj w/o tax adj (tab-separated for each year):
Customize Income by Year
Retirement Income ($):
Custom Income Values with COLA adj w/o tax adj (tab-separated for each year):
Cost of Living Adjustment, COLA (≥0%):
Final Year:
Calculate
Calculating...
