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.

 Home          Other

Market value ($K):      
Your equity ($K):      
Payment/yr ($K):      
Loan years left:      
Current Financial Assets  Click for directions.

TaxFree      Taxable

Money Market ($K):       
Bonds ($K):       
Stocks ($K):       
Mutual Funds ($K):       
New Savings Planned  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.
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:

Chart With Inflation-Adjusted Dollars  Click for directions.
   

Annual Retirement Budget:

Return: Allocation Before Retirement  Click for directions.
Return: Allocation After Retirement  Click for directions.
Assets & Budget vs Age                             
AgeYearReal EstateFinancial AssetsR.Estate GainAsset GainSavings, IncomeBudget
   
Warning: If you navigate away from this page, all your changes will be lost.



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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 and Temporal Portfolio Theory are registered trademarks of SumGrowth Strategies, LLC. All materials copyrighted 2016
SumGrowth Strategies, LLC. Neither SumGrowth Strategies nor its AlphaDroid automated investment analysis tool provides financial investment advice specific to anyone's life situation.
SumGrowth Strategies 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.