Risk to Retiree In Drawing Varying Amounts From Financial Assets
Retiree's Birthdate (example: 3/15/1940)
Financial Assets (ex: 1,000,000)
$
% of Financial Assets Invested in Common Stocks (ex: 80%)
100%
95%
90%
85%
80%
75%
70%
65%
60%
55%
50%
45%
40%
35%
30%
25%
20%
15%
10%
5%
0%
% of Financial Assets Invested in Interst Bearing Instruments (calculated)
Life Expectancy in Years (ex:90)
Annual Inflation Rate
2%
