Planning Inputs
Planning includes Partner
Monte Carlo simulation (1000 simulations)
Optionally tune these parameters, that are derived using past 100 years of market data
Equity Market Return
Bond Market Return
Portfolio Equity(%):
90
Average Inflation Rate
Eff. California Tax Rate:
3.5%
Equity return std deviation)
Bond return std deviation
Reduce annual expenses by $
SSN COLA Rate
No of Simulations
Starting portfolio balance: $1000000 | Starting yearly expense $110000 | Std Deduction considered for Fed Tax
Portfolio Ending Balance
Portfolio Detailed Table
In current or future $
Probability Distribution choice
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