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Gregory Stevenson Financial Services
Retirement Stress Test

Will Your Money
Last?

Two scenarios. One question: does your runway survive the bad decade?

Answer 7 quick questions. This tool runs two projections: one assuming steady growth, and one assuming a 30% market drop in your first year of retirement. The gap between those two numbers is the risk most pre-retirees have never seen on paper.
Begin
Tap here to start
1
Question 1 of 7

What is your current age?

Pick the range closest to your age right now.

2
Question 2 of 7

Are you currently retired?

Already drawing from savings, or still working and contributing?

3
Question 3 of 7

What are your total retirement savings?

401(k), IRA, investments combined. No need to be exact -- pick the closest range.

4
Question 4 of 7

How much do you plan to withdraw each month?

Your target monthly income from retirement savings -- not Social Security.

5
Question 5 of 7

What age do you want your money to last to?

Most financial planners recommend planning to at least 90. How far do you want to plan?

6
Question 6 of 7

Do you have guaranteed income sources?

A pension, annuity, or other income you cannot outlive (not Social Security).

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Question 7 of 7

How would you feel if the market dropped 30% the year you retire?

There is no right answer. This helps us understand your comfort level with market risk.

Your Stress Test Results

Here is What the Math Says

Two projections. One retirement.

Normal Market (5% Annual)
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Bad Early Market (-30% Year 1)
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What to Do Next
Your Next Steps
1
Continue to Module 1 to learn how sequence-of-returns risk works and what strategies exist to protect against it.
2
Return to Your Blueprint and review the other interactive tools to build a complete picture of your retirement readiness.
3
Pick a time that works for you on the calendar that appears.
4
Show up to your free 60-minute education session. No obligations, no sales pitch -- just annuity basics and answers to your questions.
5
Receive your free book after the session -- our way of saying thanks for your time.