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Robert Jarrett

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    • I've also used FireCalc (as well as Fidelity's Retirement Planner and Quicken's Lifetime Planner, as well as a few others). Highly recommended. FireCalc is quite nuanced in its inputs and the chart output of the historical results of a particular withdrawal rate, etc is quite helpful. If you have some margin and can adjust (less travel, etc), I suspect 75-80% is probably more than good. Since semi-retiring 7 years ago and fully retiring 2 years ago, my "success rate" based on past historical results has gone up to 100%. Thank you markets! That said, SORR (or the risk of markets collapsing for a lengthy period right after you retire) is real, and FireCalc does display this.

      Post: Spin the Wheel

      Link to comment from December 9, 2021

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