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Information You Provided to the Application

Here is a list of all the information you provided as input to the application. If you want to change any of these values then simply go to the Update Tab and make the modifications as needed.

Summary Information

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Current Income
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Retirement Savings
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Passive Income (Monthly)
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Expenses (Monthly)

Investment Balances

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Current Cash
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Current Bonds
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Current Stocks
$184,000Cash (10%)
$371,000Bonds (20%)
$1,000,000Stocks (70%)

Passive Income Sources

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Social Security
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Pension
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Annuity
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Real Estate
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Other

Detail Information

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Current Age
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Retirement Age
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Annual Raise
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Savings Rate
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Inflation Rate
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Rule of 75
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Tax Rate
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Annual Allocation

Bucket Information

01
Cash Bucket
  • Minimum Amount: Thinking...
  • Rate of Return: Thinking...
  • Years of Income: Thinking...
02
Bond Bucket
  • Minimum Amount: Thinking...
  • Rate of Return: Thinking...
  • Years of Income: Thinking...
03
Stock Bucket
  • Minimum Amount: None
  • Rate of Return: Thinking...
  • Years of Income: No Limit