Insights on Spending and Asset Management in Retirement
The Society of Actuaries (SOA) is pleased to make available a report summarizing key points made during an online discussion through the SOA’s Aging & Retirement Strategic Research Program and issues related to spending in retirement, asset management and the use of Qualified Longevity Annuity Contracts (QLAC). Participants included actuaries, retirement researchers, financial advisors, attorneys, economists, and financial writers. The report was authored by Anna Rappaport, Chair of the Aging & Retirement Strategic Research Program.
The SOA would like to thank the following individuals for their review and input:
Steven Siegel, SOA Sr. Research Actuary
Barbara Scott, SOA Sr. Research Administrator
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