[01] PROFILE & ASSUMPTIONS
[02] OFFER DEFINITION
[03] SCENARIO OUTPUTS
LIVEPROJECTED PORTFOLIO BALANCE AT RETIREMENT AGE
STAYLAYOFFVRP
PROJECTED PORTFOLIO BALANCE OVER TIME
STAYLAYOFFVRP
[04] BREAKPOINT ANALYSIS ?
BREAKPOINT CASH ?
—
where projected VRP balance ≈ STAY balance
YOUR OFFER ?
—
— of breakpoint
TAKE ?
—