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    • Welcome
    • The Tech
      • Process
      • Metrics
      • Graphics
      • What-Ifs
      • Details
    • pricing
    • Learn
      • Videos
      • Articles
    • Contact Us
      • Contact Us
      • Schedule a Call
      • Meet the Team
    • Free Trial
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  • Welcome
  • pricing
  • Free Trial
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Metrics

Basic Results & Inputs

Funding Rate

Percentage of Goals and Living Expenses covered using fixed Return and Inflation Assumptions

Success Rate

Monte Carlo Simulation

Retirement Age

The Retirement age(s) defined in the plan

Base Inflation Rate

The Base Inflation Rate.  Defaulted in PlantechHub to 2.38 but can be customized for any plan at any time.

Taxes

Taxes Paid

The Sum of all Taxes from this year to the end of the plan.

Total Federal Taxes

The Sum of all Federal Taxes from this year to the end of the plan.

Total State and Local Taxes

The Sum of all State and Local Taxes from this year to the end of the plan.

Total Tax Penalties

The Sum of all Federal and State Tax Penalties from this year to the end of the plan.

Tax Penalties Years

The Total Count of all years with either Federal and State Tax Penalties from this year to the end of the plan.

Marginal Tax Rate

% the next dollar is taxed / Highest Bracket

Effective Tax Rate

Federal Income Taxes Paid (not including Medicare & SSI) / Taxable Income (Gross Income - Pre-Tax Deductions)

Savings

Gross Savings Rate

The Average Return of all investment assets as of Now

Age Capacity

The age at which your savings run out

Total Savings Contributions

Current Raito

Solvency Ratio

Total RMD

Investments

Portfolio Return

The Average Return of all Investment Assets as of Now

Actual Real Return

Simple Real Return

Investment Allocation Ratio

Debts

Consumer Debt Ratio

Debt to Assets Ratio

Total Debt Payments

Total Debt Ratio

Values

Net-Worth at Retirement

The Value of household Net-Worth at Retirement Age.

Net-Worth Legacy

The Value of household Net-Worth at the End of the Plan

Investment at Retirement

The Value of household Investment Assets  at Retirement Age.

Investments Legacy

The Value of household Investment Assets at the End of the Plan

Real Assets at Retirement

The Value of household Real Assets at Retirement Age.

Real Assets Legacy

The Value of household Real Assets at the End of the Plan

Debts at Retirement

The Value of household Debts at Retirement Age.

Debt Legacy

The Value of household Debts at the End of the Plan

coming Soon

Basic Results & Inputs

Basic Results & Inputs

Basic Results & Inputs

  • Plan Time Horizon
  • Years of Retirement
  • Years till Retirement
  • Life Expectancy

Savings

Basic Results & Inputs

Basic Results & Inputs

  • RMD over Need
  • Employer Contributions

Investments

Basic Results & Inputs

Investments

  • Liquid Allocation Ratio
  • Inflation Protection Ratio

Debt

Education

Investments

  • Liquidity Ratio
  • Emergency Fund Ratio
  • Debt to Equity Ratio
  • Debt Service Ratio
  • Interest Coverage Ratio
  • Total Interest Paid
  • Basic Housing Debt Ratio
  • Broad Housing Debt Ratio


Spending

Education

Education

  • Discretionary Spend Ratio
  • Total Discretionary Spend
  • Total Spending
  • Spending on Living Expenses
  • Spending on Education
  • Spending on Travel
  • Spending on Lifestyle
  • Spending on Heart Goals
  • Total Housing Expense
  • House Expense Ratio

Education

Education

Education

  • Education Coverage / Income
  • Education Coverage / Cash
  • Education Coverage / College Assets
  • Education Coverage / Tuition Assistance
  • Years till College Starts
  • Years till College Ends
  • College Assets at Start
  • College Assets at End

Funding

Funding

Funding

  • Funding / Income
  • Funding / Employment Income
  • Funding / Pension Income
  • Funding / Social Security
  • Funding / Annuities
  • Funding / Guaranteed Income
  • Funding / Retirement Assets


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