06/11/2026
If you live to 95, will your money?
If you're too aggressive, will you come up short? Too conservative, and you leave quality of life on the table.
Also, will the life you are living at 70 change as you age? Have you considered how changing withdrawal rates can affect everything from estate management strategies to retirement strategies?
Disclosure: The portfolio is composed of 50 percent stocks, 40 percent bonds, and 10 percent Treasury bills. It is assumed that a person withdraws a hypothetical percentage each year. Historical returns based on the period January 1, 2001, to December 31, 2025. Stocks are represented by the Standard & Poor's 500, which is an unmanaged group of securities & considered to be representative of the US stock market. Bonds are represented by the five-year U.S. government bond and Treasury bills by the 30-day U.S. Treasury bill. An investment cannot be made directly in an index. Past performance is no guarantee of future results.
