Announcement: SOA releases February 2024 Exam FM passing candidate numbers.

Retirement Security in the New Economy: Paradigm Shifts, New Approaches and Holistic Strategies

  • Introduction
  • Finding Retirement Security Amid Uncertainty
  • Linda Koco
  • Article
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  • Maximizing Personal Surplus: Liability-Driven Investment for Individuals
  • Michael Ashton
  • Abstract
  • Complete Paper
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  • The Utility of Illiquidity
  • Garth A. Bernard
  • Abstract
  • Complete Paper
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  • Future of Long-Term Care Funding and Retirement Security for the Individual: Relative Roles of Social Insurance, Private Insurance, Personal Payment and Public Assistance
  • Yung-Ping Chen
  • Abstract
  • Complete Paper
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  • When to Commence Income Annuities
  • Jeffrey K. Dellinger
  • Abstract
  • Complete Paper
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  • Tax Diversification in Retirement Planning
  • Gregory C. Freeman
  • Abstract
  • Complete Paper
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  • How Deep Is The Hole? Recovering From the Market Downturn of 2008
  • Kenton Hoyem and Wei-Yin Hu
  • Abstract
  • Complete Paper
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  • The Role of Behavioral Economics and Behavioral Decision Making in Americans' Retirement Savings Decisions
  • Melissa A. Z. Knoll
  • Abstract
  • Complete Paper
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  • Revisiting Retirement Withdrawal Plans and Their Historical Rates of Return
  • Chris O'Flinn and Felix Schirripa
  • Abstract
  • Complete Paper
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  • Retirement Security in the New Economy: Developing New Paradigms for the Payout Period
  • Anna M. Rappaport
  • Abstract
  • Complete Paper
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  • Retirement Planning for the Middle Class: Holistic Strategies Will Be Essential
  • Steve Vernon
  • Complete Paper
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  • Creating a Reality-Based Financial Decision-Making Model for Older Americans
  • Chuck Yanikoski
  • Abstract
  • Complete Paper