Your
Information

Welcome to the TriVant Retirement Optimizer

Please enter some basic information about yourself to begin the analysis. Click on Next at the bottom of the page to move to the next worksheet, or simply click the tabs above. All dollar values should be in today's dollars.

Age

must be between 20 and 100

Gender

is required

Male

Female

Average Tax Rate
The average tax rate applied to both income and capital gains

Please enter information about your expected annual income during retirement. These values should be before taxes.

Annual Social Security Income

Annual Pension Income

Annual Other Income
This can be income from a part-time job, rental income, royalties, etc.

Please enter information about your annual expenses

must exceed after-tax income

Fixed

Discretionary

Contingency
Emergency expenses such as medical or natural disasters, etc.

Please enter information about your current investment portfolio

Investment Assets

must be greater than zero

Other Assets
Equity from a second home or other assets with resale value. If you have no intention of liquidating these assets during retirement, enter zero.

Disclosures

TriVant Retirement Optimizer