A Simple New Approach To Retirement Income Planning

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51 reviews

 
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4.6
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(Updated: May 12, 2016)
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(Updated: May 12, 2016)
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(Updated: May 12, 2016)
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To much research references. Could have gotten his point across with 4-5 pages of references. Other than that good presentation

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(Updated: May 12, 2016)
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Unfortunately, I didn't learn anything new or useful. The first 50 minutes was a waste of time for me personally. The software is very limited in what it can do.

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(Updated: May 12, 2016)
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Some of the material presented is already out in the advisory community quite broadly, so this was more of a review of Bergen, Pfau and Kitces studies and views. I appreciate the fact that the Monte Carlo simulation uses 5,000 possible outcomes as opposed to the 250 or so that some of the custodians use, but once again, if you're not a fan of Monte Carlo to begin with, it's more of the same. Some of the citations of studies and quotes were informative.

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