PlanFi
...
PlanFi
Financial Independence Planning Tool
Clear Data
Model 1
⧉
+ New Model
Export
Import
Inputs
Years to Project
Months to Project
Show monthly projections
Current Age
Retirement Age
Desired Annual Spend
Safe Withdrawal Rate (%)
Marginal Tax Rate (%)
Effective Tax Rate (%)
Income & Cash Flow
+ Add Income
Summary
Gross Monthly Income:
$0
Pre-tax Deductions:
$0
After-tax Monthly Cash Flow:
$0
After-tax cash flow is estimated using your effective tax rate and all pre-tax deductions.
Real Estate
Property 1
Initial Value
Annual Appreciation Rate
Monthly Rental Income
Mortgage
Principal
Annual Interest Rate
Years
Extra Monthly Payment
Cost Segregation (100% bonus depreciation, BBB)
Remove Property
Add Property
Stocks
Initial Value
Monthly Contribution
Annual Appreciation Rate
Model scaling back contributions
(e.g., for semi-retirement or career change)
Cash
Initial Value
Monthly Monthly Contribution
Annual Rate of Return
Calculate