The Global Money GuideRequest a planning discussion
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Plan by Goal

Retirement

Turn a future lifestyle into an income plan.

From age 35 to 65 the person funds the portfolio; from 65 to 95 the portfolio helps fund the person.

Retirement: the flow changes

Illustrative timeline

Working years: age 35 to 65

You contribute money to the portfolio.

Retirement: age 65 to 95

The portfolio provides money to help fund you.

The illustration shows 30 years building, from age 35 to 65, followed by 30 years drawing, from age 65 to 95.

Age 35, age 65 and age 95
You fund the portfolio.
The portfolio helps fund you.
The default illustration has 30 years of accumulation followed by 30 years of withdrawals. Your timeline and other income may differ.View full size
01

Understand the income problem

Learn how retirement is funded
02

Build a realistic spending budget

Explore destinations and build my budget
03

Test the fund and saving needed

Calculate my retirement requirement