FAQ: What is a Good Success Rate to Target

A good success rate depends on the plan. Your spending flexibility, your estate goals, and your real estate assets all play into the overall flexibility of your plan.

In general, an 80% or higher success rate is quite strong, where as a 60% or lower success rate might be a concern. That being said, for many plans a good success rate may be between 60-80% depending on your spending flexibility.

In this video, we go through 3 examples of different success rates and why they might be good, precarious or overly conservative to that particular plan.