The Income Stack
D

Darnell

Sample plan

Military Retiree · 58 · Fayetteville, NC

married to Alicia

The 20-year pension has paid since he was 38, TRICARE erased the health-insurance bridge, and now the SECOND career is ending. The floor was poured twenty years ago.

Earns now
$140k
per year
Saved
$60k
nest egg
Spends
$106k
per year, incl. health
Retirement income
$82k
SS + pensions
The outcome as-is

Runs short in the 70s as-is — even the pension + VA can't cover the spending

Income streams

Ops manager (2nd career)work
active nowage 59
$88,000/yr
Military pension (since 38)retirement
active nowfor life
$32,000/yr
VA disability (tax-free)retirement
active nowfor life
$6,600/yr
Alicia — school adminwork
active nowage 62
$52,000/yr
Social Securityretirement
claim at 67 / 67
$43,200/yr

Savings — $60,000

Brokerage (taxable)$10,000
401(k) / IRA (tax-deferred)$50,000

Spending

Living budget$8,750/mo
Health bridge (pre-65)$83/mo
Total, pre-65$8,833/mo

The 12-month glide

  1. 12 months out

    Map all four streams: military pension (inflation-adjusted, paying for 20 years already), VA disability (tax-free), the civilian 401k, and the TSP. Most drills build a floor — his was poured at 38.

  2. 9 months out

    The honest audit: pension plus VA covers 60% of their spending before touching a single account. Everything else is margin.

  3. 6 months out

    Alicia's timeline is her own — she works to 60 by choice. Per-person retirement dates, per-person plans.

  4. 3 months out

    TRICARE election at the job's loss-of-coverage event. The bridge that terrifies every civilian episode is a rounding error here.

Now run Darnell’s plan.

Open the What-If board with Darnell’s exact numbers — drag a lever and watch the earliest age Darnell can actually retire.

Explore Darnell’s What-If →