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ARTICLES / INVESTING / RESEARCH / TRAINING / PREMIUM GUIDES

RESOURCES FOR INFORMED PLANNERS
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Navigating Income Harvesting Strategies: Harvesting (0%) Capital Gains Vs Partial Roth Conversions
https://www.kitces.com/blog/navigating-income-harvesting-strategies-harvesting-0-capital-gains-vs-partial-roth-conversions/
Jun 1


Why 50% Probability Of Success Is Actually A Viable Monte Carlo Retirement Projection
https://www.kitces.com/blog/monte-carlo-retirement-projection-probability-success-adjustment-minimum-odds/
Jun 1


Using Probability-Of-Success-Driven Guardrails To Manage Safe Retirement Spending
https://www.kitces.com/blog/probability-of-success-driven-guardrails-advantages-monte-carlo-simulations-analysis-communication/
Jun 1


Making Monte Carlo Results More Relevant By Finding The Right Level Of Abstraction
https://www.kitces.com/blog/multidimensional-abstraction-to-communicate-monte-carlo-simulation-probability-and-magnitude-of-success/
Jun 1


Reducing Retirement “Outrage” Risk With Adjustment-Based Planning And Communication
https://www.kitces.com/blog/calming-client-fears-communicating-monte-carlo-outcomes-probability-of-failure-adjustment-based-planning/
Jun 1


Simplifying Retirement Income Planning Visualization Using The ‘Spending Risk Curve’
https://www.kitces.com/blog/retirement-income-profile-guardrails-spending-risk-curve-visualization-estimate-adjustments/
Jun 1


Evaluating Retirement Spending Risk: Monte Carlo Vs Historical Simulations
https://www.kitces.com/blog/monte-carlo-simulation-historical-returns-sequence-risk-calculate-sustainable-spending-levels/
Jun 1


The Gamification Of Monte Carlo: How To Incentivize Proactive (Not Reactive) Retirement Spending Goals
https://www.kitces.com/blog/monte-carlo-simulation-actionable-gamification-yu-kai-chou-guardrails-retirement-planning/
Jun 1


How To Use Economic Context In Retirement Income Decision-Making
https://www.kitces.com/blog/retirement-income-planning-inflation-economic-context-cape-price-earnings-ratio-nest-egg-client-communication/
Jun 1


Reframing Monte Carlo Results To Increase Trust In Dynamic Retirement Spending
https://www.kitces.com/blog/monte-carlo-guardrails-probability-of-adjustment-success-client-communication-dynamic-retirement-spending/
Jun 1
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