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Personal Finance

Retirement Planner

Model accumulation and drawdown across every account type — in both actual statement dollars and inflation-adjusted purchasing power. Adjust any input and the projection updates live.

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$
$
$
$
$
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$
$
$
$
$
$
Total annual contributions $64,800
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Return scenario assumption
Current age 26
Retirement age 50
Nominal return (accumulation) 10%
Post-retirement nominal return 6%
Withdrawal rate (year 1) 4.0%
Inflation assumption 3.0%

NOMINAL = actual dollars on your statement  |  TODAY'S $ = real purchasing power after the inflation deflator. Withdrawals grow with inflation each year so real monthly income stays flat.

Nominal — actual statement value
Portfolio at retirement
$7.29M
Yr 1 monthly income
$24,291
Money runs out
Age 99
Years of income
49 yrs
Today's dollars — real purchasing power
Portfolio at retirement
$3.58M
Yr 1 monthly income
$11,950
flat every year in real terms
Money runs out
Age 99
Years of income
49 yrs
Retirement timeline life exp. ~95 · assumption

Total (nom)
Total (real)
Roth+Mega
401k
Brokerage
Withdrawal/mo
At retirement — account breakdown
401k
$3.46M$1.70M
Roth IRA + Mega Backdoor
$3.21M$1.58M
HSA
$517k$254k
Brokerage
$98k$48k
Total
$7.29M$3.58M
■ Nominal■ Today's $
Cashflow at key ages
AgePortfolioNom/moReal/mo
FIRE Bridge Plan Auto

For illustration only — not financial or tax advice. SEPP / 72(t), Roth conversion strategy, and Rule-of-55 eligibility carry real penalties for getting wrong — confirm with a professional. Returns, inflation, tax brackets, and life expectancy are labeled assumptions, not guarantees.