Will Your Money Last? Stress Test
Two scenarios. One question: does your runway survive the bad decade?
Answer the questions below. This tool runs two projections: one assuming steady 5% annual returns, and one assuming a 30% market drop in your first year of retirement followed by 5% returns. The gap between those two numbers is the risk most pre-retirees have never seen on paper.
Normal Market (5% Annual)
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Bad Early Market (-30% Year 1)
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Your Next Steps
1
If you received this by email: Navigate back and click the booking link to schedule your free 60-minute education session.
2
If you received this by text: Reply to your advisor and share what stood out to you. They will take it from there.
3
Pick a time that works for you on the calendar that appears.
4
Show up to your free 60-minute education session. No obligations, no sales pitch -- just annuity basics and answers to your questions.
5
Receive your free book after the session -- our way of saying thanks for your time.