Core Assumptions
Monthly Benefit Amounts ($)
Financial Events
Inflate Spending & Income
Annual Spending
Extra Annual Income
Investment Return
Advanced Yearly Inputs
Yearly Advanced Inputs
Treat inputs as today's dollars
Age | Spend ($) | Income ($) | Return (%) |
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Chart 1: Total Account Balance (Nominal)
Shows the projected account balance over time in future dollars.
Chart 2: Account Balance (Inflation-Adjusted)
Shows the purchasing power of the account balance in today's dollars (age 65 dollars).
Note: Break-even points differ from nominal when investment returns or spending/income are enabled.