Retirement Plan Simulator
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User Guide
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Plan Info
Plan Name:
Simulation Start Year:
Plan Desc:
Your Information
Birth Year:
Birth Month:
Retire Begin Age:
Retire End Age:
Soc Sec Start Age:
Annual Social Security Amt:
IRA/401K Balance:
IRA/401K Annual Deposit:
Annual Pension:
Pension Begin Age:
Annual Pension Inflation Adjustment %:
Pension Survivor %:
Spouse Information
Birth Year:
Birth Month:
Retire Begin Age:
Retire End Age:
Soc Sec Start Age:
Annual Social Security Amt:
IRA/401k Balance:
IRA/401k Annual Deposit:
Annual Pension:
Pension Begin Age:
Annual Pension Inflation Adjustment %:
Pension Survivor %:
Brokerage / Home Information
Current Balance:
Cost Basis:
Annual Deposit:
Taxable Distribution %:
Home Equity:
Roth Account Information
Roth Current Balance:
Roth Annual Deposit:
Roth Conversion Max Tax Bracket:
None
0%
10%
12%
22%
24%
value="none"
Roth Draw Begin Age:
Fill the Bracket Max Tax %:
0%
10%
12%
22%
24%
value=0
HSA Account Information
HSA Current Balance:
HSA Annual Deposit:
HSA MedB Prem Use:
None
MedB
HSA Annual Flat Draw Amt:
HSA Flat Draw Begin Age:
HSA Flat Draw End Age:
Annual Budget
Transition Budget Amt:
Full Initial Budget Amt:
Asstd Living Amt (Last 3 Yrs):
Mortgage Amt:
Age Mortgage Ends:
Annual Budget % Reductions
Go Go % (age < 75):
Slow Go % (age < 85):
No Go % (age > 85):
Asset Allocation
GoGo Stock Allocation %:
SloGo Stock Allocation %:
NoGo Stock Allocation %:
Assisted Living Stock Allocation %:
Variable Withdraw / Base Plan Parameters
Variable Withdraw %:
Base Stock Return %:
Base Bond Return %:
Base Inflation %:
Misc Parameters
Include Medicare B Premium:
No
Yes
QCD %:
Early Death Budget %:
Report Format:
Basic
Detail