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  • Retirement Spending and Changing Needs during Retirement: Summary of Regression Analysis
    Retirement ... sed.    Amount of Expenditures: The Retired    Table 1 provides the results from regressions for eig ... nding is not income‐sensitive.      4 Table 1 Retired Spending in Amounts Spending items ...

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    • Authors: Yung-Ping Chen, John C Scott, JIE CHEN
    • Date: Oct 2007
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Retirement risks
  • Creating a Retirement Paycheck Using an Income Floor
    accept from our viewpoint. COMMITTING TO AN ANNUITY WAS A CHALLENGE I will admit that taking that ... done. In that we wanted to further protect such annuity payments in case of company failure, we also ...
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Overview of Housing Wealth, Options, and Spending Issues in Retirement Monograph
    the topics that appear in this monograph. The table below, which is excerpted from the study, provides ... smaller home, freeing up funds for investment or annuity purchase • Selling the home, investing the ...

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    • Authors: Anna M Rappaport, Steven Siegel
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Income Statements that Educate and Don't Dangerously Mislead
    administrators often assume participants will buy a fixed annuity with their account balance. But most retirees ... don’t spend all of their account balance on an annuity. Fixed annuities often generate more immediate ...
    • Authors: Steven Vernon
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Signals, Retirement Options, Phased Retirement and Retirement Decisions
     how the success of Sammy Sosa, a  major league U.S. baseball player originally from that country, had changed the  ... M.R., University of Oregon, Johnson, Woodrow T. U.S. Securities and Exchange Commission, and Reuter ...

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    • Authors: Anna M Rappaport
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
  • Economic Security in Retirement
    Economic Security in Retirement 10/5/2020 12:00:00 AM ... of occupied housing units are owner-occupied. See U. S. Census Bureau, Quarterly Residential Vacancies ...
    • Authors: Douglas Chandler
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Thinking About Using Assets During Retirement
    realistic for many people. Some Characteristics of the U.S. Retirement System Economic security during retirement ... major problems for a retiree. • Buying a life annuity transfers the investment and longevity risk to ...
    • Authors: Anna M Rappaport
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Spending Decisions in Retirement - What Choices Can People Make?
     support,  being near friends and family, etc.    Table 1  Average Annual Expenditures    Annual Amount Spent ... e Demographic Profile, Americans 65+, 2006    Table 2  Percentage of Total Expenditures by Age Group  ...

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    • Authors: Anna M Rappaport
    • Date: Oct 2007
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007
    Table 1 Table 1. Comparison of Financial Characteristics Among Boomers and Earlier Birth Cohort at Same ... Consumer Finances, 1983, 1989, 2001, 2007 Table 2 Table 2. Percent Distribution of Households in SCFs ...

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    • Authors: John R Gist, Carlos Figueiredo
    • Date: Sep 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Shocks, Unexpected Expenses and Financial Experiences of Older Americans
    Financial Shocks, Unexpected Expenses and Financial Experiences of Older Americans Explores ... Retirement (surveying U.S. pre-retirees and retirees), focus groups looking at experiences of U.S. and Canadian ...

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    • Authors: Anna M Rappaport
    • Date: Jul 2017
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks