Passive Income Calculator

Plan your retirement income strategy with our interactive calculator. Adjust allocations and yields to see how different strategies can generate the passive income you need for your San Diego retirement.

Total Investable Assets
Enter the total amount you have available to generate passive income

Total Assets

$500,000

Income Strategies
Adjust allocation percentages and expected yields for each strategy

Rental Property/REITs

30.0% ($150,000)
5.3%
Annual Income:$7,950

Dividend Stocks

40.0% ($200,000)
4.0%
Annual Income:$8,000

Municipal Bonds

20.0% ($100,000)
3.0%
Annual Income:$3,000

Alternative Income

10.0% ($50,000)
4.7%
Annual Income:$2,350
Your Passive Income Summary
Based on your allocation and expected yields

Total Annual Income

$21,300

Monthly Income

$1,775

Average Portfolio Yield

4.3%

Total Allocation

100.0%

Income Breakdown by Strategy

Rental Property/REITs$7,950 (37.3%)
Dividend Stocks$8,000 (37.6%)
Municipal Bonds$3,000 (14.1%)
Alternative Income$2,350 (11.0%)

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Disclaimer: This calculator provides estimates based on your inputs and should not be considered financial advice. Actual returns may vary significantly based on market conditions, investment selection, fees, and other factors. Consult with a qualified financial advisor before making investment decisions.

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