PRIVATE

Retirement Runway

Passive income vs expenses · Wealth sustainability · 2027-2066
Planning model · Not audited advice

Purpose

This page answers the practical question: will passive income cover expenses, and when could wealth begin to deplete? It combines the current passive-income projection with a first household-expense baseline and a planning-only SGD-equivalent wealth runway.

2027 expense baseline
SGD 50,103.23
Household + health premiums + family support
Expense inflation
3.0%
Base-case planning assumption
Starting wealth pool
SGD 3,894,333
Planning equivalent at USD/SGD 1.35
First shortfall year
2031
Income < expenses, but wealth not depleted

Expense Assumptions

Expense line2027 amountTreatment
Household expensesSGD 35,000.00Inflated at 3% per year.
Great Eastern health/protection premiumsSGD 5,103.23Included from captured Great Eastern app total.
Children/family supportSGD 10,000.00Inflated at 3% per year for now; can later set custom end-date or growth rule.
Total 2027 expensesSGD 50,103.23Base case.
Annual U.S. expensesUSD 0.00No U.S. expense drag for now.

Wealth Pool Assumptions

ItemTreatment
Retirement accountsIncluded in depletion analysis as requested; actual withdrawal access/tax rules still need planning.
Policy cash valuesIncluded; Singlife remains provisional until current surrender/portal value is supplied.
Linked financingDeducted through SGD net after linked financing.
FXUses planning-only USD/SGD 1.35 for charts. Native currency remains source of truth.
Malaysia/MYRExcluded until EPF/KWSP, bank, FD, property and liabilities are captured.
Passive Income vs Expenses - SGD Planning Equivalent 0 44,430 88,860 133,290 177,720 2027 2030 2035 2040 2045 2050 2055 2060 2065 2066 Passive income Expenses
Projected Wealth Balance - SGD Planning Equivalent 0.0 1,083,628 2,167,256 3,250,884 4,334,512 2027 2032 2037 2042 2047 2052 2057 2062 Projected wealth balance
Annual Surplus / Deficit - SGD Planning Equivalent -118,163 -75,110 -32,056 10,997 54,050 2027 2032 2037 2042 2047 2052 2057 2062 Surplus / deficit
Passive Income Coverage Ratio 0.0x 0.5x 1.0x 1.5x 2.0x 2027 2032 2037 2042 2047 2052 2057 2062 Income coverage ratio

Interpretation

Under this first base-case model, projected wealth does not run out by 2066. The model does, however, show the year when passive income falls below expenses under conservative income assumptions. That shortfall matters because it tells us when replacement income, planned withdrawals, or asset redeployment becomes necessary.

MetricResult
First year expenses exceed projected passive income2031
First depletion yearNot reached by 2066
Lowest income coverage ratio0.33x
Ending 2066 projected wealth balanceSGD 2,459,531.90

Yearly Runway Table

YearAgeNative passive incomeTotal passive income
SGD equiv
ExpensesSurplus / deficitCoverageClosing wealth
SGD equiv
Status
202763SGD 77,701.56
USD 10,796.00
SGD 92,276.16SGD 50,103.23SGD 42,172.931.84xSGD 3,936,505.64Surplus
202864SGD 77,701.56
USD 10,796.00
SGD 92,276.16SGD 51,606.33SGD 40,669.831.79xSGD 3,977,175.47Surplus
202965SGD 65,201.56
USD 10,796.00
SGD 79,776.16SGD 53,154.52SGD 26,621.641.50xSGD 4,003,797.11Surplus
203066SGD 49,814.06
USD 10,796.00
SGD 64,388.66SGD 54,749.15SGD 9,639.511.18xSGD 4,013,436.62Surplus
203167SGD 27,876.56
USD 10,796.00
SGD 42,451.16SGD 56,391.63SGD -13,940.470.75xSGD 3,999,496.15Shortfall
203268SGD 22,126.56
USD 5,398.00
SGD 29,413.86SGD 58,083.38SGD -28,669.520.51xSGD 3,970,826.64Shortfall
203369SGD 22,126.56
USD 0.00
SGD 22,126.56SGD 59,825.88SGD -37,699.320.37xSGD 3,933,127.32Shortfall
203470SGD 22,126.56
USD 18,263.00
SGD 46,781.61SGD 61,620.65SGD -14,839.040.76xSGD 3,918,288.28Shortfall
203571SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 63,469.27SGD 923.091.01xSGD 3,919,211.36Surplus
203672SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 65,373.35SGD -980.990.98xSGD 3,918,230.37Shortfall
203773SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 67,334.55SGD -2,942.190.96xSGD 3,915,288.18Shortfall
203874SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 69,354.59SGD -4,962.230.93xSGD 3,910,325.95Shortfall
203975SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 71,435.23SGD -7,042.870.90xSGD 3,903,283.09Shortfall
204076SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 73,578.28SGD -9,185.920.88xSGD 3,894,097.17Shortfall
204177SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 75,785.63SGD -11,393.270.85xSGD 3,882,703.90Shortfall
204278SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 78,059.20SGD -13,666.840.82xSGD 3,869,037.06Shortfall
204379SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 80,400.98SGD -16,008.620.80xSGD 3,853,028.44Shortfall
204480SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 82,813.01SGD -18,420.650.78xSGD 3,834,607.79Shortfall
204581SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 85,297.40SGD -20,905.040.75xSGD 3,813,702.76Shortfall
204682SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 87,856.32SGD -23,463.960.73xSGD 3,790,238.80Shortfall
204783SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 90,492.01SGD -26,099.650.71xSGD 3,764,139.16Shortfall
204884SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 93,206.77SGD -28,814.410.69xSGD 3,735,324.75Shortfall
204985SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 96,002.97SGD -31,610.610.67xSGD 3,703,714.14Shortfall
205086SGD 22,126.56
USD 31,308.00
SGD 64,392.36SGD 98,883.06SGD -34,490.700.65xSGD 3,669,223.44Shortfall
205187SGD 15,126.56
USD 31,308.00
SGD 57,392.36SGD 101,849.55SGD -44,457.190.56xSGD 3,624,766.25Shortfall
205288SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 104,905.04SGD -52,512.680.50xSGD 3,572,253.57Shortfall
205389SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 108,052.19SGD -55,659.830.48xSGD 3,516,593.74Shortfall
205490SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 111,293.75SGD -58,901.390.47xSGD 3,457,692.35Shortfall
205591SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 114,632.57SGD -62,240.210.46xSGD 3,395,452.14Shortfall
205692SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 118,071.54SGD -65,679.180.44xSGD 3,329,772.96Shortfall
205793SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 121,613.69SGD -69,221.330.43xSGD 3,260,551.63Shortfall
205894SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 125,262.10SGD -72,869.740.42xSGD 3,187,681.89Shortfall
205995SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 129,019.96SGD -76,627.600.41xSGD 3,111,054.29Shortfall
206096SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 132,890.56SGD -80,498.200.39xSGD 3,030,556.08Shortfall
206197SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 136,877.28SGD -84,484.920.38xSGD 2,946,071.16Shortfall
206298SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 140,983.60SGD -88,591.240.37xSGD 2,857,479.93Shortfall
206399SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 145,213.11SGD -92,820.750.36xSGD 2,764,659.18Shortfall
2064100SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 149,569.50SGD -97,177.140.35xSGD 2,667,482.04Shortfall
2065101SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 154,056.58SGD -101,664.220.34xSGD 2,565,817.82Shortfall
2066102SGD 10,126.56
USD 31,308.00
SGD 52,392.36SGD 158,678.28SGD -106,285.920.33xSGD 2,459,531.90Shortfall

Not Yet Modeled

  • Taxes, Medicare deductions, Social Security taxation, withholding tax, estate or cross-border tax consequences.
  • Replacement income when bonds mature or are called.
  • Possible 401(k) withdrawal strategy after retirement age.
  • Reinvestment of idle cash, Schwab, IBKR USD cash, or Phillip MMF/cash parking.
  • Healthcare shocks, long-term care, property expenses, or large one-off family obligations.