TruePath 360 – Retirement Projection & Asset Meltdown Simulator

General

Start Year

Projection Years

Global Inflation (fallback)

Tip: Per-item COLA/Inflation overrides this fallback when provided.

Incomes (6)

NameBaseStartEndCOLA

Enter 0 for unused rows.

Budget & Flexible Expenses

Budget NameBaseCOLAStart (auto)End (auto)

Flexible Expenses (5)

NameBaseStartEndInflation

Investments & Cash

Investments (Bonds+Stocks) – Start Balance

Investments Growth

Cash – Start Balance

Cash Growth

Withdraw order: Investments first, Cash last.

Lump Sums (6)

NameAmountYearDeposit To—

Deposits inject into ending balances after growth in the stated year.

Real Estate (Meltdown Order: top to bottom)

NameCurrent ValueGrowthSell?—

If there is an unfunded shortfall after investments & cash, properties are sold in order to fill the gap within that year. Sold assets are removed in later years.

Projection

Status shows OK / Depleted / Unfunded (after real estate sales).