Mark's Investment Strategy Calculator

📊 Investment Analysis Parameters

Saved ✓

Starting 401(k) Balance ($)

Date of Birth

Current Age

Planning Horizon (Years)

Current Annual Salary ($)

Annual Inflation Rate (%)

Monthly Social Security at 70 ($)

Annual Amount

Spouse Monthly Social Security at 70 ($)

Annual Amount

Total Combined Social Security

Effective Tax Rate (%)

Employer Match Rate (%):

Match Cap (% of Salary):

IRS Elective Limit ($):

IRS Catch-up Limit ($):

Enable Brokerage Modeling Debug mode

Capital Gains Tax Rate (%):

Tax Drag on Brokerage (%):

Use Scenario's Return & Fees

Calculating scenarios...