Joshua Laxson, CFP®, CRPC®
Financial Advisor
Laxson Financial Group, LLC
1461 Gateway Drive
Opelika, AL 36801
Tel: (334) 737-5051
Fax: (877) 669-0240
👤 Personal & Income
⚙️ Contribution Strategy
Roth: 0%
Pre-Tax: 6%
Allocate your retirement contribution between Pre‑Tax and Roth.
Percentage of your contribution employer matches.
Max percent of your salary matched.
Advanced assumptions, state tax, and returns
🛠️ Advanced Settings
Target retirement age.
When you expect to claim Social Security.
Used only when "Flat annual budget" is selected.
Used for purchasing power adjustments.
Estimated state income tax rate.
Projected annual raise rate.
Annual return before retirement.
Model portfolio for retirement phase.
Annual return during retirement.
Model Asset Allocation (Glide Path)
Pre-Retirement Allocation (7.0%)
📈 Stocks: 50%
📊 Bonds: 50%
💵 Cash: 0%
In-Retirement Allocation (5.0%)
📈 Stocks: 0%
📊 Bonds: 100%
💵 Cash: 0%
💰 Current Assets
Summary
Payroll (per check)
Gross Pay
$0
Employee Contrib.
$0
— Pre-Tax portion
$0
— Roth portion
$0
Employer Match
$0
Est. Taxes
$0
Net Take-Home
$0
Retirement Outlook
$0
$0/mo projected retirement income
Age: 0
Years to Retirement: 0
Retirement Age: 0
Target Year: 0
2026 Deferral Limit: $0
4% Nominal
$0
Real (today's $): $0
7% Nominal
$0
Real (today's $): $0