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Personal Investments • Early Retirement Now - SWR [Safe Withdrawal Rate] Asset Allocation

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Thanks Ben.

Have you looked at the EarlyRetirementNow SWR toolbox? I totally get that a binary SWR approach is over-simplistic, but Karsten's done both Monte Carlo and historical analysis to come up with his models. I'm not a math expert and can't get under the hood of his models to evaluate their strengths/weaknesses, but Karsten has skin-in-the-game (uses the models for himself) and everything is open source.

He also has a dynamic withdrawal rate model that uses a modified CAPE ratio approach. I'm pretty convinced that Karsten's approach is sound, I'm just trying to understand the finer points of his model in relation to asset allocation.

Thanks!
Ben is probably too humble to toot his own horn, but he and his brother have built probably the best retirement calculator on the web, based on lifecycle finance

Tpawplanner.com

There’s a wiki

https://www.bogleheads.org/wiki/Total_p ... withdrawal

And a long running thread

viewtopic.php?t=331368

And of course the book he referenced will dig you deeper into the concepts

https://www.amazon.com/Missing-Billiona ... 1119747910

And once you “see it” you kinda can’t unsee it. All the other methods (SWR, etc.) feel profoundly lacking in comparison
Thank you for the kind words. Glad that TPAW Planner is having an impact.

Statistics: Posted by Ben Mathew — Sat Sep 14, 2024 2:23 am — Replies 10 — Views 1301



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