User:LadyGeek/Funding ratio
Jump to navigation
Jump to search
![]() | This user page or section is in the process of an expansion or major restructuring. You are welcome to assist in its construction by editing it as well. |
Contributor note: Discussed in this Bogleheads® forum topic: Your Retirement Number, or, calculating the funding ratio |
The Funding ratio is, over time, an adaptive check of your retirement plan that adjusts for changes in portfolio size, longevity, and interest rates. The FR is the monitor of your plan. It is not used to develop your retirement plan.