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Portfolio Retirement Withdrawal Simulato 1.0

Portfolio Retirement Withdrawal Simulato 1.0

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Portfolio Retirement Withdrawal Simulato 1.0 Ranking & Summary

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User Review: 0 (0 times)
File size: 127KB
Platform: Win98, ME, NT 4.x, 2000, XP, 2003
License: Freeware
Price: Free
Downloads: 1227
Date added: 2006-09-06
Publisher: Jim Richmond

Portfolio Retirement Withdrawal Simulato 1.0 description

A powerful and free microsoft Excel spreadsheet (parts written in visual basic) that uses Monte Carlo simulation to model portfolio survival under varying retirement scenarios.

Allows the user to specify inputs such as inflation, portfolio return and standard deviation, starting withdrawal as well as to choose between three withdrawal policies that determine how the simulation adjusts the withdrawal amount as the retirement plan unfolds.

These withdrawal policies allow the user to model the effects of adjusting the portfolio withdrawal amount depending on the performance of the investment portfolio.

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Portfolio Retirement Withdrawal Simulato 1.0 Copyright

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