MOCK — all numbers are illustrative.

Will your
money last?

✺

Explore different strategies and spending choices to plan a more confident retirement.

PROJECTED SUCCESS

95%

chance

Your money is likely to last all 30 years.

Portfolio at retirement

$1,750,000

$500k – $5m

Annual spending in retirement

$70,000

$30k – $150k

Retirement length

30 years

10 – 40+ yrs

STRATEGY

Choose how your portfolio is invested.

Spending flexibility — how would you adjust spending in a market downturn?

Other yearly income

Bond cushion size

PROJECTED OUTCOMES

Distribution of portfolio value after retirement

10th – 90th percentileMedianRan out

SURVIVAL CHART (PROBABILITY)

Likelihood your portfolio lasts

Your plan10th – 90th percentile

Will yourmoney last?