For me, Fidelity is also materially more optimistic. I think it’s largely due to the Monte Carlo method vs historical. When researching that, I found this article which may be useful to you:
https://www.kitces.com/blog/monte-carlo ... ng-levels/
https://www.kitces.com/blog/monte-carlo ... ng-levels/
Statistics: Posted by wingman4uz — Mon Nov 11, 2024 4:27 am — Replies 4 — Views 725