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Retirement cashflow analysis · educational illustration only · not financial advice

Which report fits your needs?

Choose the tier that matches how much detail you want.

Essential

Survival snapshot · fixed withdrawal strategy

$39

Planner

Full spend & tax matrix · fixed withdrawal strategy

$99

Full Analysis

Market-adaptive strategy · state comparison · Roth & retire-later search

$179

About your household

Household name (optional)

Email address *

Include a spouse or partner (uncheck if planning solo)

Retirement timeline

You

Your current age

Your retirement age

Spouse / Partner

Spouse current age

Spouse retirement age

Working income

Annual salary before retirement, in today's dollars. Enter 0 if already retired.

Your salary ($/yr)

Spouse salary ($/yr)

Account balances

Enter approximate current values in today's dollars.

You

Your 401(k) / IRA ($)

Rule of 55 eligible (401k penalty-free at 55+ if you separate from employer)

Your Roth IRA ($)

Spouse / Partner

Spouse 401(k) / IRA ($)

Rule of 55 eligible

Spouse Roth IRA ($)

Brokerage account — combined ($)

Cash & savings — combined ($)

Cost basis %

Total portfolio

Social Security

Enter your expected annual benefit at your planned claiming age.

You

Your SS claiming age

Your SS benefit ($/yr)

Spouse / Partner

Spouse SS claiming age

Spouse SS benefit ($/yr)

Pension & annuity income (optional)

You

Pension ($/yr)

Pension start age

Annuity ($/yr)

Annuity start age

Spouse / Partner

Spouse pension ($/yr)

Spouse pension start age

Spouse annuity ($/yr)

Spouse annuity start age

Pension & annuity inputs available in Planner and Full Analysis tiers.

One-time income events

Examples: inheritance, property sale, stock vesting.

Number of one-time events (0–3)

Recurring income sources

Examples: rental income, part-time consulting.

Number of recurring sources (0–3)

Where will you retire?

State income taxes can significantly affect how long your money lasts.

Retirement state

State comparison (Full Analysis)

Choose up to 2 other states to compare against your primary retirement state.

Compare state 1

Compare state 2

Lifestyle spending

Target monthly spend (today's $)

Beta Access

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Which report fits your needs?

About your household

Retirement timeline

Working income

Account balances

Social Security

Pension & annuity income (optional)

One-time income events

Recurring income sources

Where will you retire?

State comparison (Full Analysis)

Lifestyle spending

Your inputs at a glance