Can I Retire With This Portfolio?
Test whether your investments can cover the spending left after Social Security, pensions, or other reliable income.
Can this portfolio support the plan?
Compare a portfolio with the spending gap left after durable annual income.
Portfolio target
$1,000,000
Funded
100%
Surplus
$0
This estimate assumes the income starts now and continues. If Social Security or a pension starts later, plan separately for the years before it begins.
How to use this estimate
An investment balance does not tell the whole story. Compare it with the yearly expenses your investments must cover after other income is counted.