Action Needed to Reach Goal
You have a projected shortfall of $3,856 per month. You may need to increase savings or retire later.
Shortfall
-$3,856
per month
Projected Portfolio
$1,243,211
At age 65 (6% real return)
Sustainable Income
$4,144 /mo
Using 4% safe withdrawal
Growth Trajectory
Close the gap with expert help.
A fiduciary retirement planner can help close your $3,856/mo shortfall through tax optimization, Social Security timing, and risk management.