Create a Metric for...
 
Notifications
Clear all

Create a Metric for the Funded Ratio

1 Posts
1 Users
0 Reactions
136 Views
(@caroblover)
Trusted Member
Joined: 2 months ago
Posts: 38
Topic starter  

Personally, I view the Funded Ratio as one of the most important Metrics for Retirement. It would be great to be able to calculate this analysis using Pralana. A good bit of the information is already present in the Models but a few additional inputs might be needed:

Already present:

- Min Expenses Cashflow

- Desired Expenses Cashflow

What I think needs to be added

- Legacy Amounts for Beneficiaries

- LTC Self Funding Buffer and Time

- General Buffer and Time

- Discount Rate (I use 30 year Treasury Rate, but other rates may also be valid)

Hope this makes sense.

A sample calculation approach is available in this discussion, https://www.bogleheads.org/forum/viewtopic.php?t=392120



   
ReplyQuote
Share: