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Yearly Net Worth Tracker
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Yearly Net Worth Tracker
Overview
Accounts
Year-end account balances
Year summaries
Charts
Retirement planning
Retirement planning
Retirement accounts
Retirement accounts
1
Account
Last year's balance
Count toward retirement?
Account
Last year's balance
Count toward retirement?
1
Investment
2
Checking
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For a retirement of 30 years, many people choose an asset allocation that mixes stock index funds and bonds and use a safe withdrawal rate of 4% (based on the
Trinity Study
)
Safe withdrawal rate
000
3.5
Monthly Pre-Tax Retirement Withdrawal Rate
Monthly Pre-Tax Retirement Withdrawal Rate
6
What’s your desired pre-tax monthly spend in retirement?
2000
Target savings to fund retirement:
$685,714
with a safe withdrawal rate of
3.5%
Progress:
$0
%
These are rough calculations that don’t account for taxes or other sources of income like Social Security
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