Solution introduction
A personalized path to track safety and determine adjustments
Generally, a retiree's actual portfolio balances are expected to be in the Safe Zone
- Provides a comprehensive outlook on upcoming retirement years, addressing the question, "Am I safe?"
- Simple and quick answer: If the portfolio balance is within the safe zone, continue to spend as planned and could even consider additional discretionary distributions.
- If the portfolio balance enters the adjustment zone, a recommendation is made to reduce retirement spending.
