3 Formulas That Take the Guesswork Out of Retirement Planning

Aug 2, 2012 / By James Picerno
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The wrong assumptions can have severe consequences for a client's retirement plan. Fortunately, three equations—centuries old—can help you estimate a client's life span, determine how long the portfolio will last, and approximate an optimal spending rate. It's old math, but with new applications—and an Excel spreadsheet.

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