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Retirement
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Wealth
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Investment & savings strategy · Year-by-year action plan · Live projections
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Your Name
Spouse Name
Your Age
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Spouse Age
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Retire Age
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Spouse Retire
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Income
Your Annual Base Pay
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Gross salary before deductions
Spouse Base Pay
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Annual Raise %
0.0%
Expected yearly pay increase
Total Annual Bonus / Stocks
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Combined household bonus + vested RSUs / equity
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Spending & Inflation
Annual Spending
$0
Total household annual expenses
Inflation Rate
0.0%
Typical: 2.5–3.5%
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Current Balances & Returns
Total 401k Balance
$0
Total IRA Balance
$0
Total Roth Balance
$0
Total Brokerage
$0
Investment Style
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Conservative
~5–6% / yr
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Moderate
~7–8% / yr
🚀
Aggressive
~9–10% / yr
Balanced mix of growth & stability · avg 7.5% return assumed
Gross Income / yr
—
Base + bonus
Investable Surplus
—
Income minus spending
Yrs to Retirement
—
Until your target age
Projected at Retirement
—
All accounts combined
Savings Rate
—
% of income invested
Plan Health
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On Track
Enter your numbers
Wealth Accumulation · Year by Year
401k
IRA + Roth
Brokerage
Total Portfolio
Spending
Year-by-Year Investment Action Plan
Recommended allocations auto-adjust · Max limits applied · Surplus invested in brokerage
Year
Age
Gross Income
401k Contrib
IRA / Roth
Brokerage
Total Invested
401k Balance
IRA+Roth Bal
Brok. Bal
Save Rate
Total Portfolio
Investment Plan (ETFs)