Type of Investor Calculation Monthly Investment Income Goal * $ Number of years to hit goal * Expected Inflation Rate * % Annual Income Goal at Work Optional Expected Return on Investments % Needed Networth to Succeed If you are human, leave this field blank. Next Step Start Over
If your Networth is less than the highlighted amount you are an “equity” investor.
If your Networth is more than the highlighted amount you are a “cash-flow” investor.
If your marginal tax rate is 32%+ focus on tax-advantaged investments.