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What do you consider a success for retirement?

In a successful retirement, your savings and future investment proceeds will allow you to maintain the same lifestyle (same rate of monthly expenses) through the age of 85, which is the life expectancy of American young adults. We consider the projection successful if, after drawing down on your savings and investments to fund your post-retirement expenses, you do not dip below zero in your projected total wealth. See “Does owning a house help me in retirement” about how we treat the real estate assets in retirement scenarios.

 

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