The Product Allocation calculator allows you to measure the likelihood of whether or not your income will last throughout your retirement. The calculator produces a Retirement Sustainability Quotient (RSQ) percentage that can range from 0%, where there’s no chance of success, to 100%, where your income stream can be sustainable for life.
To get started, input your personal and financial information into the RSQ calculator and determine your RSQ range. The final step is to meet with your advisor to build a Product Allocation strategy based on your retirement goals to see if they can help improve your RSQ score.
