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- Title
A Comparative Analysis of Retirement Portfolio Success Rates: Simulation Versus Overlapping Periods.
- Authors
Cooley, Philip L.; Hubbard, Carl M.; Waltz, Daniel T.
- Abstract
Presents a study that compared and contrasted the implications of Monte Carlo simulation and the overlapping periods methodology for sustainable withdrawal rates from a retirement portfolio in the U.S. Review of research on retirement planning; Steps taken in determining the portfolio success rates of both methodologies; Consideration of the effects of length of payout on the success rates of the methods.
- Subjects
UNITED States; RETIREMENT planning; INVESTMENTS; MONTE Carlo method; FINANCIAL planning
- Publication
Financial Services Review, 2003, Vol 12, Issue 2, p115
- ISSN
1057-0810
- Publication type
Article