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Don't Forget the Role of Families in Lifetime Security
are age 50+ and analysis covers 1998 to 2010. Table 1 shows the percentage of households making transfers ... Role of Families in Lifetime Financial Security Table 1 Intrafamily Cash Transfers by Older American ...- Authors: Anna M Rappaport
- Date: Apr 2017
- Competency: Leadership>Thought leadership
- Topics: Demography>Gender factors; Demography>Longevity; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Practical Issues in Financial and Life Management
they are used, are in place. It is assumed the individual has an attorney, and worked with an attorney ... Some possible triggers for transfer include an individual being unable to maintain and balance their checkbook ...- Authors: Anna M Rappaport, Sally Hass
- Date: Apr 2017
- Competency: Leadership>Thought leadership
- Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
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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