Fundriver Client Data: Number of Years Used for Average Spending Rules : Fundriver Balance Knowledge Base

Fundriver Client Data: Number of Years Used for Average Spending Rules Print

Modified on: Mon, May 18, 2020 at 3:32 PM

Many Fundriver clients calculate their spending based on the values of funds, their investment pool, or unit price over a number of years. The chart below shows the time frames used by Fundriver clients in their Percent Average calculations.

Data Used for Percent Average Spending Rules

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Fundriver Client Data: Number of Years Used for Average Spending Rules Print

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