Patents Assigned to Money Tree Software
  • Publication number: 20100179920
    Abstract: The present invention provides the user a financial retirement simulation tool that accepts user inputs like investment portfolio value, retirement age ranges and post retirement spending rules based on the retirement circumstance, further inputs are included like projected market performance and inflation impact assumptions, the invention then simulates a multitude of retirement financial scenarios at various retirement ages and various post retirement spending levels with the retirement circumstance dynamically simulated with the market performance and inflation impact assumptions modified within a statistically acceptable range using the Monte Carlo technique, resulting in a plurality of potential retirement financial scenarios with probabilities of those scenarios occurring.
    Type: Application
    Filed: January 15, 2009
    Publication date: July 15, 2010
    Applicant: Money Tree Software
    Inventor: Mark Snodgrass