Discontinued App

Portfolio Survival

“Will I outlive my retirement portfolio?” is a question many retirees ask, and if anticipated retirement income is in the form of systematic withdrawals ...

Discontinued App

Description

“Will I outlive my retirement portfolio?” is a question many retirees ask, and if anticipated retirement income is in the form of systematic withdrawals from a portfolio of financial securities as in a 401k or a 403b plan, it is a question that should be asked in planning those systematic withdrawals. This “Portfolio Survival” app is an illustrative and educational tool that uses Monte Carlo simulation to provide estimates of portfolio survival rates and median ending values after systematic withdrawals through designated payout periods. The user specifies a trial withdrawal rate, a stocks/bonds portfolio, a payout period in years, and an inflation rate at which the user wishes to increase the annual withdrawals. The results of the Monte Carlo simulation of 3,000 payout periods report survival rate among the simulated payout periods and the median ending value of the portfolios at the end of the simulated payout periods. An advanced option allows a user to specify expected return and standard deviation of expected returns for the 3,000-payout period simulation.

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Technical specifications

Version: 1.1

Size: 549.2 KB

System:

Price: 0,00 €

Day of release: 0000-00-0

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