Retirement Spending Application

Nest Egg Guru’s Spending App inputs require less than 1 minute to enter and are divided into three sections - your spending data, your portfolio details, and your choice of the withdrawal strategy you wish to illustrate. You may enter your data manually or use the slider bars, where applicable.

This Report Is Being Prepared For

First Name

Last Name

Basic Retirement Spending Data

I need my retirement savings to last

years.

5 YRS 50 YRS

Enter your current retirement nest egg value: $.

Enter your desired initial annual withdrawal amount: $.

$1,000 $500,000

Enter your desired annual cost of living adjustment: %.

0% 10%

Select whether you would like Nest Egg Guru to incorporate up to two future changes (can be either increases or decreases) to your inflation-adjusted withdrawal amount.

In years, my withdrawals by this amount
$ per year.

Retirement Portfolio Details

Enter your current Broad Asset Allocation (must add up to 100%)

%
%
%
The sum must add up to 100%.

Enter your current Detailed Stock Allocation (must add up to 100%)

%
%
%
The sum must add up to 100%.

Enter an expected constant fixed rate of return that you may reasonably expect to earn on the “bond” portion of your nest egg: %.

0% 10%

Enter an expected constant fixed rate of return that you may reasonably expect to earn on the cash or stable value portion of your nest egg: %.

0% 10%

Enter your nest egg’s estimated annual investment expenses (expressed as a % of your total nest egg value): %.

0% 4%

Retirement Withdrawal Strategy

Choose your withdrawal strategy.