{% load planner_extras static %}
{{ plan.name }} report ยท Firecast
Retirement plan report: {{ plan.name }}{% if scenario %} ({{ scenario.name }}){% endif %}
Generated by Firecast. {{ report.paths }} simulated paths, real (inflation-adjusted) {{ plan.currency }}.
{{ gauge|safe }}
- Retirement age
- {{ report.retirement_age }}
- Median at retirement
- {{ report.median_retirement_balance|money:currency }}
- Median at age {{ plan.life_expectancy }}
- {{ report.median_terminal_balance|money:currency }}
- Safe initial withdrawal
- {{ report.safe_withdrawal.initial_withdrawal|money:currency }}/yr ({{ report.safe_withdrawal.rate|pct:2 }})
- Earliest age for {{ report.target_success|pct }}
- {% if report.earliest_retirement_age is None %}not reachable{% else %}{{ report.earliest_retirement_age }}{% endif %}
Portfolio value by age
{{ fan|safe }}
Assumptions
| Strategy | {{ strategy_label }} |
|---|
| Returns | {{ plan.get_return_model_display }}, {{ plan.get_market_display }} |
|---|
| Inflation | {{ plan.inflation_pct }}% |
|---|
| Accounts | {% for a in data.accounts %}{{ a.name }} ({{ a.balance|money:currency }}){% if not forloop.last %}, {% endif %}{% endfor %} |
|---|
| Taxes on withdrawals | taxable {{ data.taxes.taxable }}%, retirement {{ data.taxes.retirement }}%, cash {{ data.taxes.cash }}% |
|---|
Success by retirement age and spending
| Retire at | {% for m in multipliers %}{{ m|floatformat:1 }}x | {% endfor %}
|---|
{% for row in report.sensitivity.rows %}| {{ row.age }} | {% for v in row.success %}{{ v|pct }} | {% endfor %}
|---|
{% endfor %}
{% if report.sequence_risk %}Sequence-of-returns risk
| Quintile | First-decade return | Success |
|---|
{% for q in report.sequence_risk %}| {{ q.quintile }} | {{ q.return_low|pct:1 }} to {{ q.return_high|pct:1 }} | {{ q.success|pct:1 }} |
{% endfor %}
{% endif %}
Simulations are illustrations, not financial advice. Historical data are approximations; see docs/methodology.md.