Retire with the S&P 500 4+

Name: Retire with the S&P 500
Price: 19 DKK
Author: Jacqueline Ghosin

Jacqueline Ghosin

Designed for iPad

- 19,00 kr

Description

Learn how to retire strategically with a portfolio of the S&P 500 stocks.
This app gives the retired individual who wishes to hold a mix of short term treasury bonds and an ETF which mimics the S&P 500* the ability to assess the size of their final estate based on four factors:

● Value of his starting portfolio
● Percentage held in money market funds
● Yearly expense requirements
● Years of life remaining
● Effective tax rates

Vary any or all factors dynamically and determine the financial results and the associated risk.

Simulate retiring in prior time periods given your current financial strategy.

The app will simulate a retirement based on your inputs and on historical S&P growth rates and inflation rates to estimate a range of possible outcomes. The series of retirement outcomes are generated from 1910 to the present in one year increments.

The results are shown in simple and easy to understand graphical and numeric form.

*Warren Buffett in his 2013 letter to stockholders recommended just such a portfolio for the average individual because of its low expense ratio and performance superior to most professional money managers.

23 Aug 2023

Version 2.9

Bug fixes and performance improvements

The developer, Jacqueline Ghosin, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.