years (5 to 40)
Portfolio
Confidence level
in today's dollars
what the client saves now
% per year
Social Security
a month, from year
Covers part of the spending once it starts. Never taken from the portfolio.
OAS
a month, from year
Covers part of the spending once it starts. Never taken from the portfolio.
1.0%, annual
Based on historical rolling periods, monthly data from January 1926