The Basics
Let's start with the fundamentals of your retirement picture.
Current Age60
Planned Retirement Age65
Approximate Account Split$1.00M
Enter roughly what you hold in each type — the total becomes your portfolio value.
Tax-Deferred (IRA, 401k)
50% of portfolio
$
Roth (IRA, 401k)
10% of portfolio
$
Taxable (Brokerage)
40% of portfolio
$