Pension Value Estimator: Pension Value dmb1.xlsx > to estimate the value of a pension benefit (like Social Security retirement benefits) Updated Simple Calculator: Simple Calculator 05.01.18 dmb.xlsx > this is an updated version of the simple calculator, as of 05.01.2018, that includes updated return forecasts (that are much lower). These withdrawal rates are much more depressing... sorry! > updated on 02.23.14 Information about the returns model used for the Advisor Perspectives piece on optimal glide path shapes for retirees can be found here. |
