Lifetime Optimizer

Personal Details
Please enter a valid age (18-110).
Please enter a valid spouse age (18-110).
Please enter a valid retirement age (18-110).
Please enter a valid spouse retirement age (18-110).
Please enter a valid end age (18-110).

Enter amounts in thousands of dollars (e.g., for $10,500, enter 10.5)

Expenses
Please enter a valid amount.
Earned Income
Please enter a valid amount.
Please enter a valid amount.
Social Security Income
Please enter a valid amount.
Please enter a valid amount.
Please enter a valid age (62-70).
Please enter a valid age (62-70).
Pension Income
Invalid.
0-10%
Invalid.
0-10%

Enter amounts in thousands of dollars (e.g., for $10,500, enter 10.5)

Savings Account
Please enter a valid amount.
0-20%
Brokerage Account
Please enter a valid amount.
0-50%
0-50%
Traditional Tax-Deferred IRA/401(k) Accounts
Please enter a valid amount.
0-50%
Please enter a valid amount.
Roth IRA Accounts
Please enter a valid amount.
Please enter a valid amount.
Please enter a valid amount.
Please enter a valid amount.
Contribution Limits
Please enter a valid amount.
Please enter a valid amount.
Please enter a valid amount.
Please enter a valid amount.

Enter amounts in thousands of dollars (e.g., for $10,500, enter 10.5)

Rates
0-20%
Payroll Parameters
Please enter a valid amount.
0-20%
0-20%
Optimization Goal

Select Goal

Please select a goal.

Account Balances Over Time

Account Balance Composition - Normalized

Annual Income

Tax Insights Over Time

Annual Withdrawals

Roth Conversions Over Time

Annual Cashflow Balance

Overall Cashflow

Custom Metrics Over Time

Hold Ctrl/Cmd to select multiple metrics.

Data Table
No data available. Please calculate a plan first.