Wealth Planning>Retirement Planning

How Much Do We Need To Retire?

The growing number of retirees, their increased life expectancies and the size of their savings led us to wonder: How much accumulated income-producing wealth is needed to maintain a desired lifestyle? In other words, given a target level of spending, how much did a couple need to have saved, in either tax-deferred retirement accounts or other financial assets, to feel confident that they would survive

Irving S. Schloss, Deborah V. Abildsoe | Feb 01, 2009

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The growing number of retirees, their increased life expectancies and the size of their savings led us to wonder: How much accumulated income-producing wealth is needed to maintain a desired lifestyle? In other words, given a target level of spending, how much did a couple need to have saved, in either tax-deferred retirement accounts or other financial assets, to feel confident that they would survive until age 90 with their accustomed level of spending?

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TAGS: Estate Planning Retirement Planning Investment

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