Retirement Savings Assessment
This analysis is provided courtesy of VLP Financial Advisors
VLP Financial Advisors
8391 Old Courthouse Road, Ste 203
Vienna, VA 22182
At VLP Financial Advisors, we provide sound financial solutions for individuals, families, and business owners to properly position, help protect, leverage, and transfer wealth. We provide sophisticated investment solutions based on the specific needs, goals, and circumstances of each client. We approach each client from a holistic and personal perspective starting with a custom financial plan.
Your Basic Data
Years until retirement:
Current nest egg value :
Expected annual contribution:
Expected rate on contribution increase:
Your Retirement Portfolio Details
Broad Asset Allocation
Detailed Stock Allocation
Expected rate of return on bonds:
Expected rate of return on cash
Total expected investment expenses:
Retirement Accumulation Investment Strategy
SAVINGS APPLICATION RESULTS SUMMARY
How to Use Nest Egg Guru's Retirement Savings Calculator
Nest Egg Guru believes providing a range of results is more realistic and instructive than generating a single “magic number” projection. Since the best and worst simulations represent unlikely extremes, users may do well to consider the results that lie between the 50% (median) and 1% result values. Essentially, this range is intended to provide a reasonable estimate of where the user’s retirement nest egg value may fall in the event that future returns turn out to be less robust than the historical norm. This is consistent with Nest Egg Guru’s belief that people should approach retirement planning from the perspective of “hope for the best, but prepare for the worst”. Users are also encouraged to explore how changing different input values may affect their results.
Based upon an initial contribution rate of of wages and an expected contribution increase rate of %, your total contributions to your retirement nest egg are projected to be:
This is the total projected amount you will contribute from wages from now until you retire.
In the top 20% of the simulation results (80th percentile), your retirement nest egg in years grew to:
In the median (50th percentile) result, the value of your retirement nest egg in years grew to:
In the worst of the 5,000 simulations, the value of your retirement nest egg after years was only:
Complete Simulation Results - Projected Nest Egg Values at Retirement
Because Nest Egg Guru understands that people absorb and interpret information in varying ways, the complete simulation results are presented in two different graphical formats and in table form. The dollar amounts represent the nest egg values at each of the illustrated simulation percentiles.
|Simulation Percentile||Nest Egg Value|