For Investors
Tools to Visualize
Your Wealth Strategy
Explore how compounding, real estate, and expected retirement benefits can affect your financial future and projected monthly savings scenarios.
Who We Work With
At Annualitix, we provide fiduciary investment advice and portfolio management tailored to your financial goals, priorities, and circumstances. Whether you're building wealth, managing complex investments, or preparing for retirement, our research-driven approach is designed to help you make informed decisions and pursue long-term financial growth.
Select a client profile to see what we look for.
Retirement & Contribution Calculator
Start with the income you want to take home in retirement. See what you would need to save each month, and how your current plan compares.
Additional monthly contribution needed
$683/mo
On top of your current $1,500/mo · At 4% withdrawals · 3%: $1,632 · 5%: $113
Portfolio Needed
$3,474,335
At age 65 · At 4% withdrawals · Projected balance: $2,641,606 · $1,259,366 in today's dollars · $640,000 total contributed
Your Plan
Below Goal
$6,349/mo take-home income · At 4% withdrawals · Est. federal tax rate 6.5% (bracket 12%)
The lines show your projected balance with your current monthly contribution, held level with no annual increases, plus the additional amount shown — required to fund your take-home goal at 3%, 4%, or 5% annual withdrawals. After retirement, each line draws down the inflation-adjusted withdrawal needed beyond Social Security and additional income. Federal income taxes are estimated using 2026 brackets and the standard deduction, treating portfolio withdrawals and additional income as ordinary income; state taxes are not included. Figures are hypothetical illustrations, assume constant returns, do not account for account contribution limits, fees, or market volatility, and should not be relied upon as investment or tax advice.
Want a second opinion on these numbers?
Send this scenario to an advisor — your figures come with it.
Disclosure Documents
Form ADV Pts. 2A & 2B
Our firm brochure and supplement, covering services, fees, and business practices.
Download PDFPrivacy Policy
How we collect, use, and safeguard the personal information of our clients.
Download PDFWant a plan built around your goals?
A calculator is a starting point. Speak with an advisor for guidance tailored to your objectives, timeline, and tax situation.