Methodology Summary

RetireGuide™, available to you from our friends at Betterment given our partnership with them, is a retirement planning tool that gives unbiased, holistic advice to help you stay on track and achieve your goals. We help you figure out how much you may spend in retirement (your after-tax income from all sources). We tell you how much you need to save, and even which accounts to save in, whether it’s (Employer plan, Traditional vs Roth IRA, Taxable). And for more accurate advice, you can easily and securely sync all of your retirement accounts, not just those with Cambria Investments.

Download the full RetireGuide™ Methodology, created by our friends at Betterment, here.