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Re: New Calculator - Max Sustainable Withdrawal Ra There are problems with historical simulations, just as there are problems with monte carlo simulation and other methods. Both historical and monte carlo, though, are much better than the constant-rate-of-return method that until a few years...

Re: New Calculator - Max Sustainable Withdrawal Ra Here is the explanation as it appeared in the paper we published: ************* START OF QUOTED TEXT There is an anomaly in the maximum sustainable rates (MSR) in that longer horizons sometimes show higher withdrawal rates than shorter...

We've made a new calculator available on our web site, www.zunna.com. The calculator finds the maximum sustainable withdrawal rate from a portfolio. Inputs are investment horizon (in years), account ending value goal (Don't Go Broke, Retain Principal, Retain Buying Power) and historical success...