Step 10 of 10 — Complete!

Step 10: Target Outcomes

Define your retirement by starting with your final goal. Set a Target Legacy and a Target Age, and our model will work backward to calculate your Maximum Sustainable Withdrawal today while ensuring you hit your target balance exactly on schedule.

Demo Mode — No assets found in your session. Calculations below use a $500,000 starting balance so you can explore the tool. Enter your data →

Projected Balance ✎ Edit

$0

Fixed Monthly Income ✎ Edit

$0/mo

Your Goals

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0%5%10%
Your Personalized Strategy Summary

You have projected total assets of $0 and a fixed monthly income of $0/mo. You have set a goal of maintaining — in your asset accounts when you reach the age of —.

Gross Monthly Portfolio Withdrawal

Based on your goal, your starting Gross (Pre-Tax) portfolio draw is: — (Gross Portfolio Draw Only)

Enter your legacy and age goals to calculate your maximum sustainable withdrawal strategy.

Total Gross Monthly Income

— (Portfolio Draw + Fixed Income = Total Gross)

Success! This withdrawal strategy hits your legacy target exactly at age —.

Asset Trajectory

Preview estimate — SS COLA and bucket sequencing are approximated here. Verified numbers with full tax and COLA modeling appear in Step 11: Final Summary Report.

Your assets are projected to fall below the Target Legacy before reaching your target age. Consider adjusting your legacy amount, target age, or return assumptions.
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