Longevity Risk Assessment Tool (Conceptual Simulator)

Personal & Retirement Setup

Current Age (Years):

Planned Retirement Age (Years):

Current Retirement Savings:

Other Guaranteed Annual Retirement Income (Nominal, e.g., Pension, Social Security):

This other income is COLA-adjusted (grows with inflation)

Portfolio Expected Nominal Annual Return (During Retirement):

Expected Average Annual Inflation Rate (CPI):

Desired Annual Spending in Retirement (in Today's Dollars):

This amount will be adjusted for inflation annually from retirement start.

Primary Planning Age (Lifespan):

Extended Planning Age (Optional): Must be greater than or equal to Primary Planning Age.

Longevity risk assessment summary will appear here.

Portfolio value chart appears here.

Projection table will appear here.