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Retirement Implications of Demographic and Family Change Symposium Monograph: Retirement Option Decisions for Married Couples
one or more defined contribution (DC) plans or individual retirement accounts (IRAs). Then we will consider ... survivor annuity with the dependent as the joint annuitant, are best in these cases. Not all employers’ plans ...- Authors: Beverly Orth
- Date: Jan 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Demography>Gender factors; Pensions & Retirement>Plan design
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Approaches for Promoting Voluntary Annuitization
i Even when lump sums are rolled over to an Individual Retirement Account (IRA), very little of th ... but not simple to predict or manage at the individual level. As a result, individuals either overestimate the ...- Authors: Beverly Orth
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Pensions & Retirement>Plan design
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New Retirement Plan Designs for the 21st Century
New Retirement Plan Designs for the 21st Century The abstract for a paper talks about the risks ... but is a significant, unpredictable risk for individual retirees. We present some ideas for ne ...- Authors: Beverly Orth, William R Hallmark
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Approaches for Promoting Voluntary Annuitization
1 Even when lump sums are rolled over to an Individual Retirement Account (IRA), very little of the ... but not simple to predict or manage at the individual level. As a result, individuals either overe ...- Authors: Beverly Orth
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Pensions & Retirement>Plan design
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New Retirement Plan Designs for the 21st Century
but is a significant, unpredictable risk for individual retirees. We present some ideas for n ... able while it is very unpredictable for the individual. Under this approach, the plan would provide ...- Authors: Beverly Orth, William R Hallmark
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design
funds (such as private health insur- ance and individual out-of-pocket expenses) pay about 40% of the ... of need. This arbitrary rule applies to both Individual Retirement Accounts (IRAs) and retirement plans ...- Authors: Beverly Orth
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks