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A Smart Way to Develop Retirement Income Strategies
income strategies that could be implemented in individual retirement accounts and 401(k) plans. I’ve had ... the primary wage earner typically depends on individual circumstances. Often, the optimal strategy for ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
side fund account. At the end of period t, the individual has income from this life annuity, P(t). If ... multiply the mortality rates of a base mortality table by a constant factor so as to reproduce the ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Feb 2010
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Actuarial Practice Forum
- Topics: Annuities>Payout annuities; Demography>Longevity; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement>Retirement risks
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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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A Smart Way to Develop Retirement Income Strategies
older workers to be able to “pensionize” their individual retirement and DC accounts. This would enable ... planning goals and personalize the solution to individual circumstances. First, it’s recommended retirees ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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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
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Family Considerations in Retirement Planning
Family Considerations in Retirement Planning The traditional informal care of/by family ... primary earner’s death, health insurance to cover individual and family medical and related expenses in case ...- Authors: Zenaida Samaniego
- Date: Jun 2019
- Competency: Communication; External Forces & Industry Knowledge; Professional Values; Relationship Management
- Topics: Demography>Longevity; Economics>Behavioral economics; Enterprise Risk Management>Financial management; Experience Studies & Data>Long-term care - Experience Studies & Data; Health & Disability>Payment models; Social Insurance>Medicaid
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A Smart Way to Develop Retirement Income Strategies
A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial ... lifetime retirement income—to “pensionize” their individual retirement and DC accounts, so to speak. This ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments