T
his model optimizes the individual's retirement portfolio via product allocation to maximize income sustainability while maintaining a minimum 20% financial legacy.
Current Age
55
60
65
70
Bond Return (%)
4
Withdrawal Rate (%)
2
2.5
3
Bond Volatility (%)
8
Gender
Male
Stock Return (%)
8
Health Status
Excellent
Stock Volatility (%)
25
Risk-free Rate (%)
3
GLIB Withdrawal Rate (%)
5