IFR Module 232 — Accumulation & Distribution Projection
Two Phases of Retirement Planning: The accumulation phase (saving and growing your portfolio) and the distribution phase (withdrawing income in retirement). This calculator projects both phases across a 30+ year timeline, showing the critical transition point.
Client Information
Portfolio at Retirement
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Year 1 Retirement Income
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Total Contributions
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Portfolio at End
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Accumulation & Distribution Chart
Year-by-Year Projection
Age
Income
Savings
Portfolio
Withdrawal
Net Income
Phase
Disclaimer. Third-party product names and methodology names are the property of their respective owners. Reference does not imply endorsement or affiliation. This tool is the work product of Nate Cocco; the analysis is reviewed by Nate before any client recommendation.