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TNTalitha Nascimento

Calculators

Each calculator is built to make one idea obvious. Adjust the sliders, watch the numbers move, and bring the link to our first conversation.

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.

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

Thirty minutes, at no cost, to talk through where you are and where you want to be. No pitch, no pressure, and you leave with at least one thing you did not know before.

— —/Office

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