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A Portfolio Approach to Retirement Income Security
planner who can help them with these decisions. Table 1 shows how various RIGs meet common retirement ... their unique goals and circumstances. Note that Table 1 is intended to illustrate broad concepts about ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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The Future of Retirement Planning is Already Here — It's Jus
The Future of Retirement Planning is Already Here — It's Jus Many of the innovations ... S. Treasury Department. It was a Roth IRA—an individual retirement account in which earnings and withdrawals ...- Authors: Steve Chen
- Date: May 2018
- Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics