Check this area for alert updates anytime you change a slider value.
SELECT OPTIONAL GOALS...
Age I expect to retire
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My gender is:
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Age contributions start
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Age contributions end
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Apply other portfolio fees
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Set annual distributions in dollars
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Or as a fraction of account value
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Age distributions start
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Age distributions end
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Set portfolio expected returns
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Set inflation
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Turn on inflation for contributions
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Turn on inflation for distributions
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Turn on inflation for target size
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Set portfolio tax status
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Income tax rate
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Long-term capital gains tax rate
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Dividend tax rate
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Set your age...
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Set a timeframe in years...
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Set a target size to reach within your timeframe (Optional)...
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Set your initial investment...
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Set your annual contributions...
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Click the 'Download' Button To Save A Spreadsheet With These Results On Your Computer
ADJUST YOUR PORTFOLIO’S RISK LEVEL
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100
Use the sliders to customize your goals and then watch as your portfolio automatically updates.
Expected Growth Of Your Portfolio Starting Today With $ 1,000,000
Portfolio Risk Versus Return Compared To Stock And Bond Indices (Percent)
Your Annual Contributions And Distributions
PORTFOLIO ALLOCATION
Strategies
Geographies
Asset Classes
 
Past performance shown is back-tested and does not indicate future performance. Please click the 'Disclosures' link below.