Overview
Hello, Alex
Net worth
$1,260,456
+8.4% YTD
Assets
$1,345,456
6 accounts
Liabilities
$85,000
Debt & HELOC
Annual fees
$6,632
0.49% of assets
Net worth · last 24 months
$1,260,456
Simulated
Retirement readiness
100
/ 100
Projected balance @ retirement$3,641,722
Projected monthly income$12,139
Years to retirement13
Withdrawal strategy4% rule
Wealth projection · 13 years
$3,641,722
7% growth · 2.5% inflation
Allocation by type
401k
$485,000IRA
$212,000Roth IRA
$148,000Pension
$116,456Brokerage
$316,000Your accounts
View all Retirement 401(k)
Fidelity · 401k
USD
+8.2%
$485,000
Traditional IRA
Vanguard · IRA
USD
+9.1%
$212,000
Roth IRA
Charles Schwab · Roth IRA
USD
+10.4%
$148,000
HELOC
Chase · Real Estate
USD
0.0%
-$85,000
UK Pension
HSBC · Pension
GBP
+6.5%
£72,680
Taxable Brokerage
TD · Brokerage
USD
+12.1%
$316,000