Metrics

Taxes

Taxes Paid ($)

Total State and Local Taxes ($)

Total Federal Taxes ($)

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

Total Federal Taxes ($)

Total State and Local Taxes ($)

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 ($)

Total State and Local Taxes ($)

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

Tax Penalties Years

Total Tax Penalties ($)

Marginal Tax Rate (%)

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 (%)

Total Tax Penalties ($)

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 (%)

Total Savings Contributions ($)

Gross Savings Rate (%)

The Average Return of all Investment Assets as of Now

Age Capacity

Total Savings Contributions ($)

Gross Savings Rate (%)

The Age at which your Investment Assets are Depleted

Total Savings Contributions ($)

The Sum of all Savings Contributions from Now to the End of the Plan

Current Raito

Solvency Ratio

Total Savings Contributions ($)

Measures the household’s ability to Repay a Short-Term Debt in an Emergency

Solvency Ratio

Measures your ability to quickly Convert Assets into Cash with little to No Loss of Principal

Total RMD ($)

Solvency Ratio

Total Amount of Required Minimum Distribution from Now till the End of the Plan

Investments

Portfolio Return (%)

Actual Real Return (%)

The Average Return of all Investment Assets as of Now

Actual Real Return (%)

The Return on an Investment after Adjusting for Inflation.

Simple Real Return (%)

Investment Allocation Ratio (%)

The Portfolio Return minus the Inflation Rate

Investment Allocation Ratio (%)

The portion of Investment Assets to Total Assets

Values

Net-Worth at Retirement

Investment at Retirement

Net-Worth at Retirement

The Value of household Net-Worth at Retirement Age.

Net-Worth Legacy

Investment at Retirement

Net-Worth at Retirement

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

Real Assets at Retirement

Investment at Retirement

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

Real Assets at Retirement

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

Debts at Retirement

The Value of household Debts at the End of the Plan

coming Soon

Basic Results & Inputs

Plan Time Horizon
Years of Retirement
Years till Retirement
Life Expectancy

Savings

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

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

Current Metrics

Basic Results & Inputs

Funding Rate (%)

Funding Rate (%)

Funding Rate (%)

Success Rate (%)

Funding Rate (%)

Funding Rate (%)

Retirement Age

Base Inflation Rate (%)

Base Inflation Rate (%)

Base Inflation Rate (%)

Base Inflation Rate (%)

Base Inflation Rate (%)

Taxes

Taxes Paid ($)

Total State and Local Taxes ($)

Total Federal Taxes ($)

Total Federal Taxes ($)

Total State and Local Taxes ($)

Total Federal Taxes ($)

Total State and Local Taxes ($)

Total State and Local Taxes ($)

Total State and Local Taxes ($)

Total Tax Penalties ($)

Total Tax Penalties ($)

Total State and Local Taxes ($)

Tax Penalties Years

Total Tax Penalties ($)

Marginal Tax Rate (%)

Marginal Tax Rate (%)

Total Tax Penalties ($)

Marginal Tax Rate (%)

Effective Tax Rate (%)

Effective Tax Rate (%)

Effective Tax Rate (%)

Savings

Gross Savings Rate (%)

Total Savings Contributions ($)

Gross Savings Rate (%)

Age Capacity

Total Savings Contributions ($)

Gross Savings Rate (%)

Total Savings Contributions ($)

Total Savings Contributions ($)

Total Savings Contributions ($)

Current Raito

Solvency Ratio

Total Savings Contributions ($)

Solvency Ratio

Solvency Ratio

Solvency Ratio

Total RMD ($)

Solvency Ratio

Solvency Ratio

Investments

Portfolio Return (%)

Actual Real Return (%)

Actual Real Return (%)

Actual Real Return (%)

Actual Real Return (%)

Actual Real Return (%)

Simple Real Return (%)

Investment Allocation Ratio (%)

Investment Allocation Ratio (%)

Investment Allocation Ratio (%)

Investment Allocation Ratio (%)

Investment Allocation Ratio (%)

Debts

Consumer Debt Ratio

Debt to Assets Ratio

Debt to Assets Ratio

Debt to Assets Ratio

Debt to Assets Ratio

Debt to Assets Ratio

Total Debt Payments ($)

Total Debt Payments ($)

Total Debt Payments ($)

Total Debt Ratio