Thousands of possible paths from historical returns: success rate, percentiles and withdrawals in today's purchasing power.
BootstrapSuccess ratePurchasing power
Plan ยท 3 tools
Will the money last?
Project savings, pension, goals and liabilities into the future, in today's purchasing power.
Contributions, retirement income and goals in one plan: how likely is the money to last? With glide path and Monte Carlo.
Glide pathMonte Carlo
Liabilities as a payment schedule, present value, duration and funded status, plus a Monte Carlo simulation of all portfolios.
Present valueDurationFunded status