STRC Retirement Model

Digital Social Security — What could happen if Gen Z had the choice to allocate their 6.2% payroll tax to STRC instead?

Assumptions

$
Gross annual at age 22
%
%
SS tax = 6.2%

STRC Settings

$
STRC pegged ~$100
%
%
At retirement (linear taper)
%
% of dividends reinvested

Tax & Comparison

%
Federal 15% + State (e.g. VA 5.75%)
$
$

Portfolio Value Over Time

STRC shares with reinvested ROC dividends, monthly compounding

Monthly Dividend Income vs Social Security

STRC monthly income compared to avg and max SS benefits

YrAgeSalaryAnnual ContribDiv RateSharesPortfolioAnnual DivsMo. DivBasis

This model is for illustrative purposes only. Assumptions include monthly compounding, linear dividend rate taper, constant share price, and ROC tax treatment. This is not financial advice. Past performance and current dividend rates do not guarantee future results.