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TNTalitha Nascimento

Calculators

Calculate the numbers that matter most to you, then send us your results. Talitha and her team will review them and reach out to schedule your complimentary consultation.

01

Market Recovery

How much gain does it take to undo a loss, and how long does it take?

  • Break-even gain after a loss
  • Recovery time at 4, 6, 8, and 10%
  • Shareable results

A 20% loss needs a 25% gain to break even.

02

Income Replacement

The present value of your future income, and how much of it is protected.

  • Present value of future income
  • Coverage gap versus what you have
  • The 10× rule, for comparison

You are the asset. This is what you are worth.

03

Required Minimum Distributions

When RMDs begin, how large they get, and what is left in the account.

  • First RMD year and amount
  • Year-by-year schedule
  • Balance remaining at any age

RMDs begin at 73, or 75 if you were born in 1960 or later.

  1. 01

    Discover where you stand

    Pick the question you actually want answered.

  2. 02

    Calculate the numbers

    Move the sliders and watch the result change.

  3. 03

    Share your results

    Send them to Talitha and she will reach out.

These calculators are for education only. They simplify real-world tax rules and market behavior, produce hypothetical illustrations rather than predictions, and are not a needs analysis or a recommendation. Full disclosures appear at the foot of every page.

Next step

A complimentary 30-minute consultation to talk through where you are and where you want to be. No pitch, no pressure, and you leave knowing at least one thing you did not before.

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