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Retirement Score

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byNathan Garcia
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What is My Retirement Score

Your retirement score shows the odds of never running out of money before age 86. You can use this model to simulate the odds of success to improve confidence in your financial decision making. Pocket Plan uses a monte carlo model based on a random walk portfolio with simulated market returns. While we have followed best practices to build this model, including real market returns and a random return generator, there are limits to this method. These results are used to demonstrate potential outcomes and are not a guarantee of future success. You should speak with a financial professional before acting on any outcome using your Retirement Score. Your Retirement Score is for educational purposes only and is not considered financial advice.

Use Your Retirement Score to:

  • Test Asset Longevity
  • Create annual cash flow estimates
  • Check your odds of never running out of money

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How to improve my Retirement Score

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Simulated Returns

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More with My Retirement Score

  1. Improve my Retirement Score
  2. Can I change my portfolio model
  3. How many cycles do I need to test
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Disclaimer: Pocket Plan and Pocket Planner Inc don’t offer financial, tax, investment or legal advice. Future outcomes are for illustrative purposes only. Contact a financial professional before taking action.

This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Pocket Planner Inc’s or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

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