How much can we safely spend in retirement? A real example
A real worked example: a couple with $550K saved, both 62, can plan to spend about $22,500 a year on top of their bills and still leave $100K. Here's how the math works.
What if the market crashes the year you retire?
We crash-tested a real sample retirement plan: a 20% drop, a 30% drop, 5% inflation and 5,000 random futures. Here's what happened and the one change that made the biggest difference.
Roth conversions before RMDs: when they help and when they don't
Roth conversions aren't always a win. A real example: a couple with $475K in pre-tax savings, a 12-year conversion window, and a planner that found $0 in savings. Here's why.
What will healthcare cost in retirement?
Healthcare is the cost retirees underestimate most. Our sample couple budgets $15,600 a year before Medicare and about $8,230 a year in Medicare premiums after 65. Here's the full picture.
See every number for yourself
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