1. Household setup
2. Person 1
3. Person 2 (household)
1. Retirement income
1. Assets
2. Annual savings before retirement
1. Recurring spending phases
2. Large or occasional expenses
3. Survivor spending
1. Investment returns
2. Withdrawal and stress settings
3. Ending asset target
4. Methodology notes
Plan summary
Funding status
Projected ending assets
Ending asset target
Estimated lifetime tax
Total funded spending
OAS recovery tax
First shortfall
Projection through
Projected assets over time
Annual spending coverage
Sustainable spending by phase
Scenario comparison
Year-by-year projection