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Retirement Survival

Will the portfolio outlive the spending plan?

Compound to retirement, then withdraw. See if the curve stays above zero.

LA

Built and reviewed by LeadAfrik Research

Data-grounded analysis on African economies

Inputs

Today and the runway

Currency

Inputs

Saving phase

Inputs

Spending plan

Verdict

Portfolio runs dry in year 17 of retirement.

You are short by KSh 1.72M per year at start of retirement.

We grow your savings until retirement, then withdraw your annual spending each year, inflated yearly. The portfolio earns the post-retirement return on whatever is left.

At retirement

The number you arrive with

Portfolio at age 60

KSh 60.80M

After 25 years of compounding

What you'll need year 1

KSh 4.06M

Today's spending, inflated

Sustainable real spend

KSh 2.34M

Level real spending across 30 years

Margin of safety

-42.4%

Trajectory

Portfolio across retirement