Foothills Property R&R

Retirement Wealth Planner v22.3

Session only. No data is saved.

User Guide |
Current Portfolio Yield
0.00%
1. Profiles & Timeline
If earlier than your plan age, triggers Survivor benefits & Single tax filing.
2. Guaranteed Income
Take-home pay while working.
Monthly $
Claim Age
Monthly $
Claim Age
Monthly $
Start Age
Job Description
Annual $
Age Range
3. Expenses & Tax Strategy

Uses official brackets for 2025/26. Future years projected. NC exempts SS income.

From Age
To Age
Monthly $
Name
Annual $
Age Range
4. Portfolio & Risk
Name
Balance
Current Growth %
Current Total:
$0
Proj. Total at Retirement:
---
From Age
To Age
Return %

Rates apply to the Total Portfolio Balance for the specified ages.

5. One-Time Events
Event Name
Event Age
Amount / Tax