Safety
Years 0 to 2Be available the moment you need it.
Your Retirement Income Strategy
We've given each portion of your portfolio a job, based on when you're likely to need the money.
Stability
Years 3 to 7Protect principal while earning a competitive, predictable return.
Growth
Year 8+$970,000 left after Safety and Stability
Grow, and protect your purchasing power from inflation.
Your total portfolio
$1,400,000
Advisor Mode: tap any figure to adjust it. Changes save immediately and flow through every later screen.
Bucket amounts are planning estimates based on projected income and withdrawal needs. They should be revisited as spending, income, and markets change.
This presentation is for discussion purposes and is not a recommendation to buy or sell any security or insurance product. Figures shown are estimates based on assumptions entered by your advisor and will differ from actual results.