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Master plan Federal Retirement Budget

Household planDocument mode

Plan

Household plan

Target retirement—set in plan

Target nest egg—real, SWR-implied

Today—live · linked accounts

Save rate—of gross income

MC success—10K paths · run on /plan/retirement

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Outline

Outline6 / 9 locked

Section 06 · Investment policy

Define your investment policy.

Add positions to your portfolio to see your allocation here.

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Plan summaryloading...

GoalNot set

Today---

Save rateNo budget

Equity / FI / Cash--- / --- / ---

MC successRun projection

Debt outstanding$0

Portfolio positions---

Run 10K-path Monte Carlo

Downstreambuilds on this section

Sections after 06 · Investment policy consume its inputs:

Documenthistory

Everything in Plan

Master Financial PlanUnified retirement, household, and multi-generational wealth — one profile Federal RetirementDedicated landing for federal employees, service members, and military veterans — FERS, CSRS, BRS, TSP, VA disability, WEP/GPO repeal Retirement CalculatorFederal civilian, military, Social Security, withdrawal sequencing & Roth conversions Shared BudgetTrack household income and expenses with anyone you share money with

Can't find something? Browse every tool, in plain language — or press ⌘K anywhere.

Investment policySection 06

Current allocation

Equity 0%FI 0%Cash 0%

Target allocation

80%

15%

Equity 80%FI 15%Cash 5%

Target allocation100%

Equity %

Fixed income %

Cash %

Rebalance rules

Frequency

Drift threshold %

Concentration limits

Max single position %

Max sector %

Glide path

Static allocation. Enable to define a linear equity glide toward retirement.

Decision summary ILLUSTRATIVE

Equity / FI / Cash today

—

Equity glide

—

Bond duration

—

Tilts

—

International

—

Rebalance

—

Tax location

—

Concentration

—

Policy fields (glide, duration, tilts, rebalance rule, tax location) are not set — they populate when the IPS editor ships. Allocation and concentration are live from your portfolio.

Glide path · target equity by agenot set

No glide-path policy set. Your current equity weight is — — a target-by-age schedule charts here once a glide policy exists.