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Static to Dynamic
Static to Dynamic: Real Life, Real Numbers
Example only. Your number will, of course, be different.
Current age: 66
Retirement Savings: $250,000
Target age: 86
Inflation: 3.1%
This static projection falls four years short of the target age
of 86. Not great - but we’re not done yet...
Now let's add one known future event. The final mortgage payment of $700 will occur in Dec. 2031.
Meets the target age of 86 with $93,338 remaining.
This is a HUGE difference! What changed?
The monthly withdrawal dropped by $700 in Dec. 2031, lowering all future withdrawals going forward.
Decumulation Nation is the only retirement spending planner with LifeRoute™ withdrawal and balance adjustments. Order today!
First-year withdrawal: $20,000
ROI Model: Moderate (6.5%)
INITIAL 'STATIC' MODEL RESULTS:
Actual screenshot from Decumulation Nation App
NEW 'DYNAMIC' MODEL RESULTS:
Actual screenshot from Decumulation Nation App
Actual screenshot from Decumulation Nation App
Click any Decumulation Nation app image to zoom in.
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