Financial planning

Enter your current finances, pick accumulation and decumulation strategies (or Meta), and see a projected retirement date with a lifetime net-worth path.

Illustrative annual projection using catalog CAGRs with a simple tax drag and safe-withdrawal rule. Not advice. Inputs persist in the URL and this browser.

Planning inputs

Current age Planning lifespan (age) Current year Current net worth Annual contribution (today’s dollars) Annual retirement spending (today’s dollars) Inflation rate Tax drag on returns Safe withdrawal rate Show all catalog rows

Default pickers list monthly strategies with at least 12 months of history (and a safe withdrawal rate once exported). Toggle to include daily, static, or shorter-history rows.

Accumulation strategy / Meta

Accumulation expected return (CAGR)

Decumulation strategy / Meta

Decumulation expected return (CAGR)

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Retirement summary

Sensitivity / what-if

Illustrative only: one-at-a-time shocks and live slider offsets around the last projected base case. Not confidence intervals, Monte Carlo, or advice.

What-if retirement age

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Delta vs base

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SWR offset 0.0 pp Returns offset 0.0 pp Inflation offset 0.0 pp Spending offset 0%

Lever	Shock	Age (−)	Δ (−)	Age (+)	Δ (+)

Financial planning

Planning inputs

Retirement summary

Sensitivity / what-if

Lifetime net worth