Retirement Insights
Avg. Income after
Retirement 2038
$8,420 / mo
Avg. Expenses after
Retirement 2038
$6,980 / mo
Estate value at
Longevity 2064
$2.1M
Projection issues need review
The plan has a projected funding gap and several warning diagnostics. Values are ready for review while background persistence finishes.
Total funding gap
$128,000
First deficit year
2047
Largest deficit
$32,400
Unresolved purchases
2
Funding gaps
2047
Household cash shortfall
$32,400
2051
Required distribution gap
$18,250
Scenario issues
Warning
Partial money movement in 2047
Info
RMD diagnostic available
Projected Net Worth
| 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 |