Retirement Trajectory Projection Tool

I created an Excel model to forecast/project your retirement nest egg trajectory based on a variety of factors. It shows your inflation adjusted trajectory, so does take into account the inflation rate that you choose. You can also customize your Social Security benefit amount and when you take. Other factors that you can adjust includes: portfolio allocation (% aggressive vs. % conservative), rate of returns, withdrawal rate, and withdrawal growth rate.

The model calculates taxes as well (for single filers but you can adjust it for couples) as well as figure out RMD's once you hit 72. Check it out and let me know what you think. If you find it useful, give me a thumbs up or better yet, but me a cup of coffee on Venmo (link below!). Thanks!

Link to Excel mode: https://1drv.ms/x/s!AuwKowv-aKpJjswCAWNGkClf2f5x7Q?e=beGg9i

Buy me a cup of coffee on Venmo: @Phuoc-Le-11

Видео Retirement Trajectory Projection Tool канала phuocle