Insurance Portfolio Optimizer
Compare insurance portfolio coverage, premium budget, fee drag, and stress-case protection value.
Korea-related planning note
This English page is a planning estimate. If the topic involves Korean taxes, pensions, insurance, loans, or public programs, confirm the current Korean rules, limits, and eligibility before acting.
Scenario inputs
Adjust the assumptions to compare gross value, cost drag, tax drag, and downside value.
Net ending value
$325,959
Gross value before drag
$395,564
Estimated tax
$2,884
Fee and tax drag
$69,605
Total contributions
$300,000
Net gain
$25,959
8.7%
Downside value
$228,172
Scenario readout
Stress case can fall below contributions
This comparison uses simplified assumptions so alternatives can be reviewed on the same after-cost basis.
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