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Integrating Home Equity & Retirement Savings: "Rule of 30"
Integrating Home Equity & Retirement Savings: "Rule of 30" A strategy is shown to yield ... amount and sustainability of retirement income by coordinating draws from retirement savings and home equity ...- 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
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Retirement Counseling - A Valuable Employee Benefit
Retirement Counseling - A Valuable Employee Benefit This session discussion is about the history of ... retirement planning, current state of the profession, responsibilities and duties of the retirement counselor ...- Authors: William E Coffey, Carol S Humple, Peter Neuwirth
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement