Showing Clients Effects of the Great Depression on their Portfolios

A great depression like event at the start of a client's retirement is major source of concern, show clients how this might affect them.

We begin with a 60 year old client, with $1,000,000 saved between taxable and Roth and Non-Roth retirement account.

As we can see they have a respectable 92% chance of success, however when planning for a great depression level event we see the probability drop to 58%:

Disclaimer: Results shown here are broad generalizations and may not be applicable to your financial and/or personal situation, always work with a professional financial advisor for accurate financial advice.