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Target Income Calculator: Required Capital, Yield, Taxes & Gap

Target Income Calculator

Required Capital, Yield, Taxes & Gap

Inputs

Income target

$

Income Frequency

Yield, taxes & drag

%
%
%
%

Current progress

$
$/ mo
%
years

Goal Basis

Results

Required Capital

$2,839,851

Annual target: $84,486 · Net yield: 3.0%

Capital Gap

$2,739,851

3.5% covered

Current Net Income

$2,975

$248 / mo

Time to Target

63.3 yrs

$1,000/mo saved

Monthly Needed

$19,428

10-yr target

Capital Needed by Yield

$3,975,792
$2,839,851
$1,529,151
3% case
Your yield
7% case

Income Bridge

$113,594
$14,199
$14,909
$66,000
Gross Yield
Fees & Drag
Taxes
Spendable Target

Capital Runway

Capital Runway: Projected Capital: $273,338, Required Capital: $2,839,851$0$709,963$1,419,926$2,129,889$2,839,8510246810
  • Projected Capital
  • Required Capital

Income Math

Net Annual Target
$60,000
Spendable Target
$66,000
Inflation-Adjusted Target
$84,486
Selected Annual Target
$84,486
Future Required Capital
$2,839,851
Selected Target Capital
$2,839,851
Annual Yield
4.0%
Yield After Fees
3.5%
After-Tax Net Yield
3.0%
Taxes
$14,909
Fees & Drag
$14,199
Capital Gap
$2,739,851
Annual Income Gap
$81,511
Goal Covered
3.5%