Estimating “The End” of Retirement

The length of retirement is one of the most important assumptions in a financial plan. Despite its uncertainty, care must be taken to ensure the estimate is reasonable, because errors in forecasts can have a significant impact on estimates of how much someone must save for retirement, and how much they can spend during it. In this paper, we explore various factors relating to estimating “the end” of retirement in a financial plan.


In this report, you will learn:
  • Various factors relating to how to “estimate” the end of retirement in a financial plan
  • The accuracy of objective and subjective life expectancy estimates
  • The financial implications of over or underestimating life expectancy
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