2026 Wealth & Retirement Planner — Laxson Financial Group

Joshua Laxson, CFP®, CRPC®

Financial Advisor

Laxson Financial Group, LLC

1461 Gateway Drive

Opelika, AL 36801

Tel: (334) 737-5051

Fax: (877) 669-0240

Retirement Plan Inputs

Live Calculation

👤 Personal & Income

Birth Date

Income Type

Annual Salary $0

Pay Frequency

📅 Retirement Timeline

Target Retirement Age Age 62

Tax Filing Status

⚙️ Savings & Contributions

Employee Contribution (% of salary) 0%

Contribution Split (Pre‑Tax vs Roth)

Pre-Tax: 0% Roth: 0%

Employer Match Rate (%)

Match Cap (% of pay)

🛠️ Advanced Assumptions

Pre-Retirement Return (%)

In-Retirement Return (%)

Inflation Rate (%)

Salary Growth (%)

Social Security Claim Age

Life Expectancy (Age)

Retirement Budget Basis

Flat Annual Budget ($)

State Tax Rate (%)

Over 65 or Blind?

Standard Deduction

Tax Basis

Roth Tax-Free Weighting

Annual HSA Contribution ($)

Current HSA Balance ($)

Simulated Roth Conversion ($)

Conversion Age

In-Retirement Asset Allocation

Model Glide Path Allocation

Pre-Retirement (7.0%)

Stocks: 50%

Bonds: 50%

Cash: 0%

In-Retirement (5.0%)

Stocks: 0%

Bonds: 100%

Cash: 0%

Projected Nest Egg at Retirement Live Calculation

$0.00

Est. Monthly Safe Income

$0.00 / mo

Portfolio Longevity

Projected to last past age 95

Current Plan (6%) $0.00

Tax-Optimized (15%)$0.00

Optimal Strategy: Save 15% (100% Pre-Tax)

Pre-Tax: 15% Roth: 0% Target Savings: 15%

View Tax Arbitrage Analysis & Math Breakdown

Item	Per Check	Annual Total
Gross Earnings	$0.00	$0.00
Employee Savings	$0.00	$0.00
↳ Pre-Tax Portion	$0.00	$0.00
↳ Roth Portion	$0.00	$0.00
Employer Match	$0.00	$0.00
Estimated Taxes	$0.00	$0.00
Net Take-Home Pay	$0.00	$0.00

Display:

Age	Year	Starting	Savings	Match	Growth	Ending Balance

Laxson Wealth Planner