401K · IRA · PENSION · DRAWDOWN

Retirement Planning

Comprehensive tools for a secure retirement — readiness scoring, account optimization, Social Security strategy, and healthcare planning.

Needs Attention

Projected Nest Egg$2.15M

Annual Income (4%)$86.2K

Income Needed$60.0K

Monthly GapFully Covered!

Milestones

Emergency Fund (3-6 months)

Max 401k Contribution

Roth IRA Funded

Debt-Free (excl. mortgage)

25x Income Rule

Your Information

Current Age35 yrs

Target Retirement Age65 yrs

Current Retirement Savings$85.0K

Monthly Contribution$1.2K

Expected Annual Return7.0%

Annual Income Needed in Retirement$60.0K

Coverage Analysis

Savings Coverage143.6% of goal

Years to Retire

Total Contributions

$432.0K

Investment Growth

$1.64M