Welcome to FI Calc

FI Calc is a calculator that evaluates retirement plans using historical data. Change the Configuration to see how it affects the Results.

Results

All dollar amounts are adjusted for inflation.

Simulations that sustained withdrawals for the entire retirement.

Simulations with a year-over-year spending change greater than %.

Simulations with available spending at least % more than the first year's available spending.

Simulations with available spending at least % less than the first year's available spending.

Simulations with an end portfolio value at least % more than the initial portfolio value.

Simulations with a nonzero end portfolio value at least % less than the initial portfolio value.

Median

Average

Standard deviation

Largest

Smallest

# of $0 portfolios

Hover chart for details. Click and drag to select a range.