Retirement Planner

2027 · 2027 Competition

School: School of Computer and Information Sciences
Category: Data SciencePrimary

Project Overview

One Liner: Let's Buld the Best Possible Retirement Planner

Abstract

I've seen a lot of Retirement Planners, but none of them really give you a plan on the many aspects that matter for someone with diverse sources of income. This includes Roth IRAs, regular IRAs, inherited IRAs as well as stocks, social security, pensions, annuities, etc. Let's build a system that takes all source in account and provides the most tax efficient method for withdrawing.

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Team Members

Francis Nguyen
Lead
Andrew To
Andrew To
Bao Mai
Brian Wang
Minh Dao

Advisors

Jeff Salvage
Jeff Salvage

Stakeholders

Jeff Salvage