Retirement Plan

Duration
years
Portfolio
$
Withdrawal Strategy
Always withdraw
$per year
Extra Withdrawals
Income

Welcome

FI Calc is a calculator that evaluates retirement plans using historical data. To get started, change the Retirement Plan to see how it affects the Results.

Retirement Plan

30 years long
$1,000,000 initial portfolio
80% stocks, 15% bonds, 5% cash
Constant Dollar withdrawal strategy

Results

All dollars and returns shown in the results are real.
Success Rate
-
- out of - simulations were able to sustain withdrawals for the entire retirement.

Portfolio Value

Median
Average
Standard deviation
Largest
Smallest
# of $0 portfolios
Hover chart for details. Click and drag to select a range.

Available Spending

Median
Average
Standard deviation
Largest
Smallest
Average lifetime spend
Hover chart for details. Click and drag to select a range.

Simulations

Click a simulation to view details.
There are 112 more simulations
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