notices - See details
Notices
J
JT (not verified)
27th March 2023 | 4:36pm

With more than 15 years to retirement, ROT's such as 4% or 25x income suffice. Starting 10-15 years before leaving the workforce MC and historical back tests are informative. With less than 5 years to go when expected assets and liabilities can be better estimated then funded ratio becomes instructive. During decumulation actual cash flow becomes the most actionable metric.