Optimize Your Retirement Withdrawals

Enter your portfolio details, Social Security estimates, and preferences. Our model will run 10,000+ Monte Carlo trials and find the optimal claiming age, withdrawal sequence, and Roth conversion strategy.

Current Age

Target Retirement Age

Portfolio Balances

Taxable Brokerage

Traditional IRA/401(k)

Roth IRA/401(k)

Monthly SS Benefit at Full Retirement Age (FRA)

Find this on your SSA statement at ssa.gov/myaccount.

Annual Retirement Spending

State of Residence

Risk Tolerance

This tool is for educational purposes only and is NOT personalized financial advice. Past market performance does not guarantee future results. Consult a licensed fiduciary financial advisor before making irreversible retirement decisions.