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
