Demo User, here's your Retirement Evaluation

For your [Plan Sponsor] accounts
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Retirement Income Evaluation

green retirement income stoplight

At age 65 you may have enough to retire.

Methodology and assumptions

Details

You could have $131,000/yr in retirement ($113,000 or less, if markets perform poorly).*

*Our estimated forecast assumes your portfolio will stay the same, because we don't know if you're adjusting it based on our advice. With our advice, your portfolio becomes less risky as you get closer to retirement.

Based on data as of 4/13/2023
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Investments

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We've reviewed your current portfolio and other investments available in your [Plan Sponsor] plan, and our suggested allocations can help you maximize your potential retirement income while managing your risk.

Your investment style

Asset classesCURRENT percentageSuggested Change percentageNEW percentage
Cash and Equivalents10%-5% 5%
Bonds46%-20% 26%
U.S. Large Cap Stocks24%10% 34%
U.S. Mid/Small Cap Stocks17%-5% 12%
International Stocks3%20% 23%
Individual Stocks0% -0%
Other0% -0%
Total
100%100%

Want to change your allocations? Want to change your allocations? Want more recommendations?

You have access to options through your [Plan Sponsor] Plan to make changes to your allocations. You have access to options through your [Plan Sponsor] Plan to make changes to your allocations. Sign up for Professional Management now to get this special offer

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