PRIVATE

Future Passive Income Projection

Personal Wealth Dashboard · 2027-2066 · Native currencies
Singapore · Malaysia · United States

Projection Objective

This page projects known and scheduled passive-income sources from 2027 to 2066. It is designed to show the income runway, the replacement-income gaps after bond maturities/calls, and the future contribution of Social Security and policy payouts.

Model Rule

Conservative baseline only: no invented growth rates, no FX conversion, no replacement bond income, no 401(k) withdrawals, no Schwab/IBKR redeployment income, no tax modeling, no Medicare deduction modeling, and no Social Security COLA projection until those assumptions are deliberately supplied.

Projection window
2027-2066
Approx. age 63 to 102
Age 100 year
2064
DOB: 6 Jun 1964
Social Security at 70
USD 31,308/yr
USD 2,609/month, before tax/COLA
Current known SGD baseline
SGD 77,701.56
Bonds + policy carry, before future reductions

Income Sources Included

SourceCurrencyAmount usedProjection treatment
SGD bondsSGD67,575/year current known annual bond incomeConservative: stop at maturity/first call windows unless replacement income is modeled later.
NTUC Income LUXE SOLITAIRESGD10,637.28/year net carryMonthly benefit less CIMB financing payment; assume unchanged until new statement.
Singlife Flexi Life Income IISGD-510.72/year net carryGuaranteed cash benefit 8,646/year less assumed loan servicing 763.06/month; loan schedule still to confirm.
NTUC Income GRO RETIRE EASESGD1,000/month guaranteed expectedProjected from Jun 2031 for 20-year payout period; timing subject to insurer confirmation.
Great Eastern Life USD AT1USD10,796/yearConservative: count through 2031, one semi-annual coupon in 2032, then stop unless extension/replacement is modeled.
U.S. Social SecurityUSD2,609/month at age 70, 31,308/year full-yearFuture retirement income only. Partial year modeled in 2034; full-year from 2035. Before taxes, Medicare, FX, COLA.

Yearly Conservative Baseline Projection

YearAgeProjected SGD passive incomeProjected USD passive incomeSGD compositionNotes
202763SGD 77,701.56USD 10,796.00Bonds 67,575.00; Policy net 10,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
202864SGD 77,701.56USD 10,796.00Bonds 67,575.00; Policy net 10,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
202965SGD 65,201.56USD 10,796.00Bonds 55,075.00; Policy net 10,126.56MoneyMax maturity already excluded after 2028.
203066SGD 49,814.06USD 10,796.00Bonds 39,687.50; Policy net 10,126.56First major conservative call/maturity reduction year; ESR counted as half-year only.
203167SGD 27,876.56USD 10,796.00Bonds 10,750.00; Policy net 17,126.56GRO RETIRE EASE partial-year income begins; most SGD bond income stops in conservative model except Standard Chartered through call-window year.
203268SGD 22,126.56USD 5,398.00Policy net 22,126.56Great Eastern Life USD AT1 counted as one semi-annual coupon only; no replacement income modeled.
203369SGD 22,126.56USD 0.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
203470SGD 22,126.56USD 18,263.00Policy net 22,126.56Social Security partial-year age-70 assumption starts.
203571SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
203672SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
203773SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
203874SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
203975SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
204076SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
204177SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
204278SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
204379SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
204480SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
204581SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
204682SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
204783SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
204884SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
204985SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
205086SGD 22,126.56USD 31,308.00Policy net 22,126.56Baseline known/scheduled income only; no new redeployment or FX conversion modeled.
205187SGD 15,126.56USD 31,308.00Policy net 15,126.56GRO RETIRE EASE partial final year under 20-year payout assumption.
205288SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
205389SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
205490SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
205591SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
205692SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
205793SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
205894SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
205995SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
206096SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
206197SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
206298SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
206399SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
2064100SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
2065101SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.
2066102SGD 10,126.56USD 31,308.00Policy net 10,126.56SGD baseline excludes replacement income after policy payout and bond maturities/calls.

What the Projection Reveals

  • SGD income is strong in 2027-2028 because the current bond ladder is still active.
  • SGD income drops after 2028-2032 under conservative call/maturity assumptions, showing the future replacement-income task.
  • Social Security becomes a major future USD income source from age 70.
  • Current 401(k), Schwab, IBKR cash and equity assets are not yet modeled as income sources because withdrawal/redeployment assumptions are not yet defined.

Next Scenario Layer to Add Later

  • Replacement-income scenario for matured/called SGD bonds.
  • Redeployment scenario for Schwab, IBKR USD cash, and Phillip MMF/cash parking.
  • 401(k) withdrawal strategy by age and tax context.
  • FX conversion scenario for SGD-equivalent global income.
  • Tax-aware view: U.S. withholding, Social Security taxation, Medicare, Singapore/Malaysia considerations.