Stress-Test Your FI Plan

Guided assessment Step 1 of 9

The decision

What decision are you considering?

Leave full-time work now Reduce work Determine whether work is optional

What should we compare it with?

No comparison Work one additional year Temporary part-time work

Details for the comparison

Complete only the fields for the alternative you selected.

Select an alternative above to see only the assumptions it needs.

Work one additional year

Net amount you expect to add to investable savings during that year

The comparison delays portfolio withdrawals for 12 months and adds this amount. It does not assume investment growth during the extra year.

Temporary part-time work

Expected annual income before tax How many years would it continue?

Part-time income is tested as temporary support and under an interruption stress. It cannot establish that paid work is optional for either lifestyle.

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