Everything you need to know.

Enter your portfolio, contribution plan, timeline, and tax profile, then review the assumptions before running the forecast. Read the result as a planning estimate rather than a promise.

Full Access lets you compare one saved forecast with your current run on the chart so you can see how different holdings or assumptions affect nominal and real dividend income.

The paycheck goal is the monthly or annual income target you enter. Income Pilot compares estimated after-tax income in today’s dollars with that target.

Goal confidence shows how often modeled income paths reach your goal under varied dividend-growth, cut, recovery, and inflation assumptions. It is a scenario result, not a prediction.

Nominal income is the future dollar amount. Real income adjusts the estimated after-tax amount for inflation to show its purchasing power in today’s dollars.

Annual and monthly views show the same forecast at different scales. The monthly figure is an annual total divided by 12 and does not mean every holding pays each month.

Projected income is shaped by starting yield, dividend growth, contributions, reinvestment, allocation, account type, taxes, inflation, and the forecast period.

Income Pilot uses the account type, filing status, state, and taxable income you enter to estimate supported federal and state dividend taxes. It is not a complete tax return calculation.

Income Pilot uses published PCE data for known periods and a rules-based baseline for future periods to estimate dividend income in today’s purchasing power.

The model uses historical dividend data and simplified assumptions about prices, growth, taxes, and inflation. Actual dividends and economic conditions can differ materially.