CALCULATORS EVALUATE  CHANCES  OF  GUARANTEED  LIFETIME  INCOME USE  THIS  CALCULATOR  IF...
  
Basic
  Single
Free retirement calculator for risk valuation level 'Basic' Pre-retirement
Free retirement calculator for risk valuation level 'Basic' Post-retirement
Free retirement calculator for risk valuation level 'Basic' Lifetime
  Family
Free retirement calculator for risk valuation: level 'Basic' Pre-retirement
Free retirement calculator for risk valuation: level 'Basic' Post-retirement
Free retirement calculator for risk valuation: level 'Basic' Lifetime
 
Advanced
  Single
Free retirement calculator for risk assessment: level 'Advanced' Pre-retirement
Free retirement calculator for risk assessment: level 'Advanced' Post-retirement
Free retirement calculator for risk assessment: level 'Advanced' Lifetime
  Family
Free retirement calculator for risk assessment: level 'Advanced' Pre-retirement
Free retirement calculator for risk assessment: level 'Advanced' Post-retirement
Free retirement calculator for risk assessment: level 'Advanced' Lifetime
 
Expert
  Single
Free retirement calculator for risk analysis: level 'Expert' Pre-retirement
Free retirement calculator for risk analysis: level 'Expert' Post-retirement
Free retirement calculator for risk analysis: level 'Expert' Lifetime
  Family
Free retirement calculator for risk analysis: level 'Expert' Pre-retirement
Free retirement calculator for risk analysis: level 'Expert' Post-retirement
Free retirement calculator for risk analysis: level 'Expert' Lifetime
 
Client:  Retirement planning risk analysis: client 'Single'   Single
Phase: Retirment calculator - risk valuation: phase 'Pre-retirement' Retirment calculator - risk valuation: phase 'Post-retirement'  Lifetime (pre-retirement + post-retirement)
Level: Retirment planner - risk valuation: level 'Advanced'  Advanced
Edit and run
Current age (years)
Age of retirement (years)
Contribution rate (%)
Project duration (years)
Current amount ($)
Retirement spending ($)
Gender M F
Average salary growth above inflation
Unemployment factor
 
Customized asset allocation (%)
Age Stocks Bonds
Note: stocks + bonds <=100%. Remaining percentage will be allocated in cash.
 
  • You are preparing a retirement project for an individual person (client),
    • &
  • Client currently has sustainable income,
    • &
  • Client is interested in both the saving (accumulation) and spending (post-retirement) phases,
    • &
  • Client wants to select the most suitable asset allocation from the basic set of asset classes and use other options.