You’ve built your nest egg, now let’s make it last. Let’s plan how to draw down your assets without running out or leaving too much behind.
🔜 Coming soon to Money Matters Studio: the Withdrawal Designer
This tool helps you craft a sustainable withdrawal strategy that balances security, flexibility, and joy:
- How do I safely live off my portfolio, without running out or missing out?
- How much can I safely withdraw each year?
- What’s the tradeoff between stability and lifestyle upgrades?
- How do market returns, inflation, and big-ticket spending affect my plan?
- And more…
💡 How to use it
Input your portfolio size, expected returns, and spending goals. The designer will simulate different withdrawal strategies and show how long your money lasts and how much freedom you can afford.
👇 Get your answers now! (Click here for a full screen experience)