Annuity-equivalent Monte Carlo

Simulate equity-portfolio withdrawals against an annuity-equivalent income. Local SOA-mortality pricing. Up to 20,000 simulations, 60 years.

Amount ($)

Simulations

Age

Years

Gender

Return model

State

Block length (yrs)

Joint age (opt.)

Joint gender (opt.)

Upper bound (x, opt.)

Lower bound (x, opt.)

Seed (blank = random)

Inflation (e.g. 0.025)

Interest rate (e.g. 0.043)

Dynamic inflation + rate Scale G2 mortality improvement