SectorSurfer: My Retirement Calculator

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		AlphaDroid Retirement Calculator

Enter values to specify your retirement plan, then click Recalculate button below to view your updated Retirement Budget. Click '?' icons or play video for more information.
This calculator presents a forward projection of backtested performance in order to help understand the importance of compounded growth rate in a retirement plan. Use at your own risk.

Real Estate Assets Click for directions.

Click for directions.

	Home Other
Market value ($K):
Your equity ($K):
Payment/yr ($K):
Loan years left:

Current Financial Assets Click for directions.

Click for directions.

	TaxFree Taxable
Money Market ($K):
Bonds ($K):
Stocks ($K):
Mutual Funds ($K):

New Savings Planned Click for directions.

Click for directions.

	This Yr Final Yr
Taxable Accts. ($K/yr):
TaxFree Accts. ($K/yr):
	Year $K
Inherit or company sale:

Age, Social Security, Taxes, etc. Click for directions.

Click for directions.

My current age is:
I want to retire @age:
I will live until age:
Estimated inflation rate:
Social Sec./ pension @age 65 ($K/yr):
Pre-retirement average tax rate:
Retirement average tax rate:

Apply mortgage payments to savings when the loan is repaid before retirement.

Consume real estate equity (reverse mortgage) during retirement years to provide more income.

Chart With Inflation-Adjusted Dollars Click for directions.

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Neutralize Inflation Show Inflated

Annual Retirement Budget:

Return: Allocation Before Retirement Click for directions.

Click for directions.

Allocate per existing securities:
60% MM, 25% bonds, 15% stocks:
15% MM, 25% bonds, 60% stocks:
100% S&P 500 Index stocks:
Merlyn's Magic 100:0:

Return: Allocation After Retirement Click for directions.

Click for directions.

Safe in Money Market or T-Bills:
60% MM, 25% bonds, 15% stocks:
15% MM, 25% bonds, 60% stocks:
100% S&P 500 Index stocks:
Merlyn's Magic 100:0:

Assets & Budget vs Age Chart Table

Age	Year	Real Estate	Financial Assets	R.Estate Gain	Asset Gain	Savings, Income	Budget

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Notice: Your use of this site is considered evidence that you accept our Terms of Use and Privacy Policy, and is considered equivalent to your signature. AlphaDroid, Merlyn.AI, True Sector Rotation, StormGuard-Armor, Polymorphic Momentum, AlphaSheet, Dual Defense, Bull-Rider Bear-Fighter, SectorSurfer, and Temporal Portfolio Theory are registered trademarks of SumGrowth, Inc. All materials copyrighted 2024 SumGrowth, Inc. Neither SumGrowth, Inc. nor its AlphaDroid automated investment analysis tool provides financial investment advice specific to anyone's life situation. SumGrowth, Inc. is not a registered investment advisor. Modeled strategy and portfolio performance is hypothetical and does not include fees associated with your account or trading. Past performance is no guarantee of future performance. The market's character can and does react to evolving world events in new ways. Losses can and will occur over time when markets behave unexpectedly. AlphaDroid is limited to the private and non-commercial use of its professional financial advisor subscribers and their clients as described further on the Terms of Use page.