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Common retirement planning mistakes

Avoid the most common assumptions that weaken retirement plans before they are stress tested.

Most retirement mistakes are not dramatic. They are small assumptions that quietly make the plan less resilient.

1

Guide section

Mistakes people make early

Using unrealistic returns, underestimating spending, and skipping cash buffers can all create a plan that looks stronger than it is.

Another common mistake is failing to revisit the assumptions after major life changes.

2

Guide section

Mistakes people make near retirement

Many households focus only on the portfolio number and not enough on income sequencing, taxes, or flexibility.

Those details often matter most right before withdrawals begin.

Bottom line

Where this guide should leave you

Retirement planning improves less from perfect forecasting than from reducing fragile assumptions and building in margin.

Related calculators

Model this idea with your own numbers.

Retirement Planning3 min

Retirement Projection

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Projected balance

$1,702,233

Withdrawals3 min

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Ending balance

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