Embedded Files
Includes Features:
Historical S&P 500 & Bond returns (sample data from FRED/Vanguard style)
Adjustable portfolio allocation
Adjustable tax rates & fees (overall and per asset class)
Safe Withdrawal Rate (SWR) calculation
Percentile lines (5th, 25th, 50th) on a chart
CSV export of simulations
Adjustable retirement duration
How to Use
How to Use
Enter your starting portfolio, withdrawal rate, and retirement duration.
Set stock/bond allocations (must sum to 100).
Adjust overall tax/fees and specific taxes/fees for stocks and bonds.
Click Run Simulation to generate percentile charts based on historical rolling simulations.
Export the raw simulation data as CSV with the Export CSV button.
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