Savings Rate

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

Retirement income typically consists of three components: Social Security, Company-sponored plans, and outside savings and investments you make on your own.

You probably need to be saving at least 15% of your working wage if you hope to maintain your standard of living in retirement.

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 …

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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