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Enter Annual Pension$0Enter income rate goal %0.01TypicalAtypicalAdvanced
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Food$15,000Stock and Options Dividends Covered callsAdvanced options
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Shelter$8,000Enter Annual Social Security$30,000 Strategies:TypicalReal estateRentalsInvest in syndicationsSponsor syndications
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Clothing$3,000BusinessSmall businessFranchiseOver 500 employees
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Transportation$10,000Enter Asset Income Goal$90,000
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Healthcare$12,000Potential return 0%∞%
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Entertainment$10,000Total Income$120,000Enter time goal (years)5.00
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Personal care$6,000Total Expense$116,000Potential Risk LowHigh
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Misc$5,000Surplus$4,000
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Legacy$20,000EducatonMinMax
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Insurance$7,000Enter current assets $850,000Required asset growth rate:60.31%
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Travel$0
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Other $20,000Assets needed in retirement $9,000,000Strategies:Atypical or Advanced
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