Retirement Simulator
Will your money last through retirement?
Adjust the inputs to see your plan’s probability of success. We run a thousand market scenarios so you can see the range of outcomes, not just one straight line.
Turn this into a written, tax-smart plan.
These figures are estimates. A WDW advisor can build a personalized plan around your full picture.
Important disclosures
This tool is provided for educational and illustrative purposes only and does not constitute investment, tax, or legal advice or a recommendation to buy or sell any security. The projections are hypothetical, rely on the assumptions you enter, and use simplified models that do not account for taxes, fees, required minimum distributions, sequence-of-returns timing, or changes in your circumstances.
The Monte Carlo simulation generates a range of potential outcomes by randomly varying annual returns around the assumptions shown. A high probability of success is not a guarantee, and actual results will differ — potentially materially. Past performance does not guarantee future results, and all investing involves the risk of loss.
Figures are estimates only. For a personalized analysis that reflects your full financial picture, please speak with a WDW Financial advisor. Advisory services are offered through Kestra Advisory Services, LLC.