Compound Annual Growth Rate

Growing money is still an important component of an Optimized Retirement Income Plan.

Your investing goal should be to earn 6% or more over any 10-year period during the accumulation phase of your life.

While that may not sound like much - absorbing losses that will happen from time to time and achieving an overall CAGR of 6% is a good outcome.

Savings Rate

The first number that shapes what retirement will look like for you is your savings rate. '

Retirement income typically consists of three …

Asset Drawdown Rate

An Asset Drawdown Rate is the percentage of your beginning balance you 'draw' from your retirement-day account balance as income each year (adjusted …

Odds of Success

Selecting a drawdown rate is a tradeoff between maximizing income and maximizing the odds of NOT running out of money.

A higher draw rate means a …

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