Percentage of Goals covered using a constant Return and Inflation
Monte Carlo Simulation
The Retirement age(s) defined in the plan
The Base Inflation Rate. Defaulted in PlantechHub to 2.38 but can be customized for any plan at any time.
The Average Return of all investment assets
The Average Return of all investment assets
The age at which investment assets run out
The Sum of all Taxes from this year to the end of the plan.
The Sum of all Federal Taxes from this year to the end of the plan.
The Sum of all State and Local Taxes from this year to the end of the plan.
The Sum of all Federal and State Tax Penalties from this year to the end of the plan.
The Total Count of all years with either Federal and State Tax Penalties from this year to the end of the plan.
% the next dollar is taxed / Highest Bracket
Federal Income Taxes Paid (not including Medicare & SSI) / Taxable Income (Gross Income - Pre-Tax Deductions)
The Value of Net-Worth at Retirement or at the End of the Plan.
The Value of Investments at Retirement or at the End of the Plan.
The Value of Real Assets at Retirement or at the End of the Plan.
The Value of Debt at Retirement or at the End of the Plan.
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