Advanced FIRE & Tax-Advantaged Portfolio Planner
Advanced FIRE & Tax-Advantaged Portfolio Planner
// compound growth model · three tax buckets · real-time
LIVE
// FIRE Target Number
$0
annual expenses ÷ SWR
// Projected FIRE Age
combined NW crosses FIRE target
// Tax-Adj. NW @ FIRE Age
$0
true purchasing power
// Years to FIRE
// Global Parameters
Current Age
yrs
Retire By Age
yrs
Monthly Expenses
$
SWR [safe withdrawal]
%
Annual ROI
%
Retire Tax Rate
%
// Tax-Bucket Allocations $0 / mo total
Taxable brokerage · stocks · crypto · cash
$
$/mo
Tax-Deferred 401k · IRA · Solo 401k · SEP-IRA
$
$/mo
Tax-Free Roth IRA · Roth 401k
$
$/mo
Enable to see IRS 2024 catch-up limits for each account type
// Stacked Portfolio Growth · Age 35–90
FIRE @
// Portfolio Breakdown at FIRE Age
Taxable
— of gross NW
Tax-Deferred
— of gross NW
Tax-Free
— of gross NW
// Tax-Adjusted Purchasing Power
Taxable + (Deferred × (1 − tax%)) + Tax-Free

// for educational purposes only · not financial advice · consult a qualified financial advisor