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A Smart Way to Develop Retirement Income Strategies
Social Security benefits until age 70 for the primary wage-earner. Married couples would use common ... claiming strategy for the spouse who isn’t the primary wage-earner. This strategy then uses the IRS required ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Immigrants Age Too: Projections of the Magnitude of the U.S. Undocumented Adult Population
undocumented immigrants in the U.S. with aging-specific care. • Knowing the magnitude of the aging undocumented ... Appendix: Methodology Populations change for 3 primary reasons: birth, death, and migration. In this essay ...- Authors: Josefina Flores Morales
- Date: Aug 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Retiree Medical Insurance Management: Perspectives from an Independent Retiree Resource Center
facilities and state Medicare specialists and elder care services on site for consultation and referral ... access information. SET UP AUTOMATIC PAYMENTS AND DIRECT DEPOSITS Some retirees are afraid of automatic ...- Date: Jun 2019
- Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Economics>Health economics; Pensions & Retirement>Retiree medical; Social Insurance>Medicare; Social Insurance>Postemployment benefits
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Inflation and Retirement - Thoughts
spend relatively more of their income on health care and housing than those of working age, while spending ... those in their 60s and older devote more to medical care and housing and less to transportation, while the ...- Authors: Sam Gutterman
- Date: Feb 2023
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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A Middle Ground for Public Plans
program designs, with a specific goal of allowing direct comparisons of key results with other proposed ... standardized set of metrics, methods and assumptions allow direct comparison of quantitative results when analyzing ...- Authors: Rowland Davis
- Date: Jun 2018
- Topics: Pensions & Retirement
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Redefining the Goal of Retirement Planning-Essay Collection
need for long-term care in our declining years. Will we count on family? Long-term care insurance? Government ... Will we sell our home to pay for a continuing care retirement community when the time comes? Consideration ...- Date: Oct 2020
- Topics: Pensions & Retirement>Retirement risks
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The Impact of Inflation on Retirement-Essay Collection
spend relatively more of their income on health care and housing than those of working age, while spending ... those in their 60s and older devote more to medical care and housing and less to transportation, while the ...- Authors: Society of Actuaries, Sam Gutterman, Colin Jarrett, Anna M Rappaport, Kenneth Steiner
- Date: Feb 2023
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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A Multi-Stakeholder Approach to Capital Adequacy
An example of the unique calibration is the direct feed of a company’s CAT model output into the economic ... capital from different perspectives. One of the primary tenets of statutory accounting is that it views ...- Authors: Robert Painter, Dan Isaac
- Date: May 2007
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Actuarial Practice Forum
- Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Risk measurement - ERM; Finance & Investments>Economic capital; Modeling & Statistical Methods>Stochastic models
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A Matter of Death and Life
Lee Chang, in a brainstorming session with her direct reports on future projects. 4 Paul had ... doctor approves, patients are transferred to hospice care, removed from life support or any other procedures ...- Authors: Society of Actuaries
- Date: Feb 2019
- Competency: Communication
- Topics: Actuarial Profession
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Will Retirement Change Due to COVID-19?
estate planner and/or attorney. In hospitals and care facilities, use of video conferences between critical-level ... spur alternatives? What will happen to IRAs, health care plans, health savings accounts, etc.? The benefits ...- Authors: Linda Koco
- Date: Jul 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement