Articles & Whitepapers

Plan Plus Articles and Whitepapers

Combining Stochastic Simulations and Actuarial Withdrawals into One Model

This paper explored a method that combined actuarial approaches for calculating withdrawals in retirement with Monte Carlo simulations. The model recalculated withdrawals for each scenario within each simulation, with a new simulation beginning for each year based on individual capital remaining and adjusted time horizons using mortality tables.

What constitutes Professional Judgment?

Chartered Professional Accountants. A structured process by which preparers and auditors, with an appropriate level of knowledge, experience, and objectivity, can form an opinion.
To specify principles that regulators might use in challenging preparers’ judgments.

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Ron Wilkinson - Portland, Oregon, USA
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