Retirement Portfolio Stress Testing
Retirement Portfolio Stress Testing
How it works:
Adjust for inflation.
Calculate income taxes.
Evaluate current Investments for return and volatility (standard deviations).
Run a Monte Carlo simulation (1,000 times) to calculate the probabilities of success (not running out of money) using your current assumptions.

You get to see the results in advance.
Testing you current strategy and your plans assumptions, you will be able to see the probabilities of your plans success.
We call it “Results In Advance” planning.

We look at your sources of income (social security, pensions, investment and rental income) verses the annual income desired.