LEOFF Helper

Your Retirement Plan at a Glance

Open Full Retirement Report Back to Calculator
Recommended Age

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The age recommendation summary will appear here once the dashboard finishes loading.

Earliest Sustainable--
Financial Freedom--
Asset Depletion--
First Deficit Age--
Retirement Readiness
84 / 100
Strong
You are in a strong position, with a few things still worth watching.
Income Coverage--
Essential Coverage--
Longevity Safety--
Early Retirement Cushion--
Margin Strength--
Monte Carlo DurabilityPending
Primary Risk

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The main risk explanation will appear here once the dashboard finishes loading.

Stress Severity--
Stress Deficit Age--
Stress Asset Depletion--
    Retirement-Year Margin

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    Retirement-year income and expense context will appear here once the dashboard finishes loading.

    Retirement-Year Income--
    Annual Expenses--
    Lowest Annual Margin--
    Highest Annual Margin--
    Retirement-Year Taxes--
    Net Worth--

    Income vs Expense Timeline

    Income vs Expense Bar Chart

    Income vs Expense Line Chart

    Pre-Retirement Surplus Savings

    How Step 7 surplus savings is being modeled

    Step 7 surplus savings context will appear here once the dashboard finishes loading.

    Destination
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    Sweep Rate
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    Growth Rate
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    Total Added Before Retirement
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    Balance Near Retirement
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    First Use
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    Peak Balance
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    Switch the timeline to line chart mode to see the modeled surplus savings account alongside other income and balance lines.