Income projection
Income Calculator
Choose between a simple projection, a target-income plan, or a target-value plan using the same dividend-growth and cycle assumptions.
Calculator modes
Choose the planning style first
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Calculator modes
Choose the planning style first
Use this when you want to fully control the contribution amount and see a straightforward 30-year outcome.
Use this when you know the annual dividend income you want and need the calculator to solve for a suggested periodic contribution.
Use this when you care more about the ending portfolio size than the final annual income figure.
The calculator now compounds contributions at the cadence you select, so weekly, monthly, quarterly, and annual plans can produce different outcomes.
These assumptions drive the output far more than any single UI option, so keep them realistic before trusting the target suggestions.
Scenario presets
Base, conservative, and aggressive
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Scenario presets
Base, conservative, and aggressive
Presets only update the core return assumptions. Goal style and contribution cadence stay under your control.
Pick a goal style, set your core assumptions, and generate either a full projection or a suggested contribution plan.