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FilingMFJ / CA
RetireAges 64/64
Portfolio$2,880,000
Income$192,000/yr
Before Optimization
SS ages 62/62
·
Brk First
·
Roth Conv $180,000/yr
After Optimization
SS ages 70/70
·
Brk First
·
No Roth Conversions
Success Rate
65.8%
→
78.0%
+12.2%
Median Legacy
$7,525,668
→
$9,962,835
+$2,437,167
Portfolio Projection
Median with 25th-75th and 10th-90th percentile bands across all simulations
Before Optimization
After Optimization
Net Worth
Total assets minus debts over time
Before Optimization
After Optimization
Range of Outcomes
Distribution of final portfolio value across all simulations
Before Optimization
After Optimization
Account Breakdown
How each account type evolves over time
Before Optimization
After Optimization
Cash Flow Analysis
Income sources vs spending and taxes
Before Optimization
After Optimization
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