Pinwheel Life Insurance Calculation Methods - Retirement Gap and The Five Percent Rule (5% Rule)

The retirement gap approach uses current lifestyle needs (pinwheel size) and multiplies by remaining years until retirement. The 5% Rule divides 5% into current lifestyle needs (pinwheel size). Whichever calculation is smaller should likely be the targeted life insurance amount to obtain.

Dec 9, 2024, 7:24:36 PM

Pinwheel Life Insurance Calculation Methods - Retirement Gap and The Five Percent Rule (5% Rule)