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  • Retirement Adequacy in the United States: Should We be Concerned?
    available to the layperson that can help an individual, or even a policymaker, develop an informed ... the circum- stances surrounding a particular individual, the results of this study could reveal some ...

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    • Authors: Deborah Tully, Julie Curtis
    • Date: Oct 2018
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • Integrating Home Equity & Retirement Savings: "Rule of 30"
    sion of the range of retirees. Drawing on the table of median amounts of home equity and retirement ... value plus initial portfolio value) are set out in Table 1. CASH FLOW SURVIVAL Consistent with much of the ...

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    • Authors: Peter Neuwirth, Barry Sacks, Stephen Sacks
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Portfolio management - Finance & Investments