Legacy Analysis
 

   


This analysis shows the results of the retirement strategy on the final portfolio value or legacy.  The legacy values are shown by confidence level.  For example, an 80% confidence level means that more than 80% of the simulations resulted in a legacy greater than the amount shown.

You can easily see the effect of different retirement income levels on the legacy by changing the retirement income level in the input box and re-running the simulations.

 

 

 
 
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Retirement Quant