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AI Retirement Copilot
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Other Income & Investments

Adjust planned income sources, Roth IRA ladders, and brokerage accounts that feed into your retirement projection.

Focused workspace

Changes here stay in sync with your calculator inputs. Use the chips and rows below to model specific income streams or investment accounts.

Other income & investment presets

Select a preset to create a dedicated section. Each chip stays active while entries exist so you can add, edit, or remove multiple rows per income or account type.

Company Pension
Rental Property
Annual Bonus
Savings/CD Ladder
Side Income
Roth IRA Ladder
Taxable Brokerage
Traditional IRA
Health Savings Account

No income sources or accounts yet. Use the chips above to start modeling additional retirement inflows.

Add first entry

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