The plan has a projected funding gap and several warning diagnostics. Values are ready for review while background persistence finishes.
Review planned expenses and future income assumptions before rerunning projections.
Monthly income covers projected recurring expenses through the target retirement window.
| Year | Taxable | Retirement | Total Balance |
|---|---|---|---|
| 2038 | $384,000 | $1,284,000 | $1,668,000 |
| Brokerage | $384,000 | - | $384,000 |
| 2039 | $402,200 | $1,356,000 | $1,758,200 |