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Session 193: Reboot, Rewire, or Retire: Important Decisions about Next Steps After Full Time Work
a Retirement and Life Planning Educator • An Individual Perspective • Panel Discussion • Questions ... preparation educational program ▪ Actions the individual can take to mitigate a GAP ▪ Formulating a ...- Authors: Carol Bogosian, Tim Driver, Sally Hass, Anna M Rappaport, Richard Johnson
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Social Insurance; Social Insurance>Social Security; Pensions & Retirement>Post retirement risks
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An Overview of the Society of Actuaries Research on Post-Retirement Risk
Michael Finke of Texas Tech, a very well know individual in advice community. Investment and Retirement ... Efficient frontiers for retirement income – individual/retail market (project underway and should be ...- Authors: Anna M Rappaport, Carol Bogosian
- Date: Apr 2017
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Helping Your Employers Choose Between a Lump Sum or a Monthly Pension
Helping Your Employers Choose Between a Lump Sum or a Monthly Pension Provides an overview of ... defined benefit plan plus Social Security. • Individual tax situations. • The availability of guaranteed ...- Authors: Carol Bogosian, Anna M Rappaport
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined benefit plans