US Retirement Wealth Simulator

Forecast your US retirement nest egg with Monte Carlo portfolio modeling across stocks, bonds, Treasuries, REITs, gold, crypto, and cash.

Run Monte Carlo retirement projections for US portfolios across stocks, Treasuries, bonds, REITs, gold, crypto, and cash.

About This Calculator

The US Retirement Wealth Simulator is an educational planning tool for exploring long-term portfolio outcomes in US dollars. It uses Monte Carlo analysis rather than a single fixed return assumption, showing a range of possible paths and the probability of reaching your target.

Results are estimates, not investment advice or a guarantee of returns. Actual performance, taxes, fees, inflation, and market conditions may differ substantially from the assumptions used here.

Frequently Asked Questions

What does the US retirement simulator calculate?

It estimates future portfolio values, the probability of reaching your target, expected years to goal, projected return, drawdown, and a year-by-year contribution schedule.

Which investments are modeled?

The US profile includes large-cap, mid-cap, and small-cap stocks, long-term Treasuries, corporate debt bonds, REITs, gold, digital assets, and cash accounts.

What is Monte Carlo simulation?

Monte Carlo simulation generates many possible return sequences using an asset mix's expected return, volatility, and correlations. The result is a distribution of outcomes rather than one deterministic forecast.

Can I find the deposit needed for a target nest egg?

Yes. Choose Required Contribution (Goal Finder), enter your target value, and the simulator estimates the recurring deposit needed under the selected assumptions.

Are the projected returns guaranteed?

No. The projections are educational estimates based on configurable assumptions and should not be treated as a promise, recommendation, or substitute for advice from a qualified financial professional.