Retirement Simulation Inputs
1. Primary Assumptions
2. Asset Allocation & Returns (Must Sum to 100%)
| Asset Class | Allocation (%) | Expected Return (Mean, %) | Volatility (Std Dev, %) | Tax Treatment | Action |
|---|---|---|---|---|---|
| Equity/Index Funds | |||||
| Debt/Bonds | |||||
| Total Allocation | 100% | ||||
3. Withdrawal Schedules (SWP)
| Account Type | Priority | Annual Increase (%) | Action |
|---|---|---|---|
| Debt Funds (STCG) | |||
| Equity Funds (LTCG) |
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