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!

Simple Calculator: Simple Calculator 02.23.14 dmb.xlsx

> 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.