Investment Portfolio

IRAs, 401K, stocks — set individual rates of return

💡 This data will be illustrated in the Guardrails page to show your portfolio growth and withdrawal projections.

Regular Contributions (Pre-Retirement Savings)

Add monthly or annual savings contributions. These grow your portfolio until retirement age and are used in Guardrails & Monte Carlo projections.

Total Portfolio

Weighted Avg. ROR

0.0%

Spending & Withdrawal Assumptions

Enter your total monthly lifestyle goal — not just what comes from the portfolio. Income sources, reverse mortgage proceeds, and Bitcoin are subtracted automatically on the Guardrails page to show the true portfolio withdrawal needed.

Total Monthly Lifestyle Goal ($)

Sustainable Monthly Floor ($)

Upper Guardrail %

Lower Guardrail %

Annual lifestyle goal: $0 | Sustainable floor: $0

Bitcoin Holdings (Optional)

If you hold Bitcoin long-term (over a year), enter its current value to include it as a 4th option in your Withdrawal Strategy draw order.

Bitcoin Balance ($)