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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions
Optimal ... n c o m e S o l u t i o n s i n D C R e t i r e m e n t P l a n s P h a s e 3 : U s i n g Q L ... A C s t o D e s i g n R e t i r e m e n t I n c o m e S o l u t i o n s I n t e r i m r e s u l ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline
Optimal ... c o m e S o l u t i o n s i n D C R e t i r e m e n t P l a n s P h a s e 1 : B a s e l i n e ... e , I n t e r i m R e s u l t s a n d C o m m e n t a r y J u l y 2 0 1 5 0 Acknowledgments ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security
Optimal ... t I n c o m e S o l u t i o n s i n D C R e t i r e m e n t P l a n s P h a s e 2 : E n a b l ... e l a y o f S o c i a l S e c u r i t y b e n e f i t s I n t e r i m r e s u l t s a n d c o m ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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viability-spend-safely.pdf
investment returns based on historical returns in U.S. capital markets, compared to forward-looking returns ... these three asset allocations: • 100% equities, S&P 500 • 100% intermediate term-government bonds (5-year ...- Authors: Steven Vernon, Wade D Pfau
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement Income before Retirement
Optimal ... n c o m e S o l u t i o n s i n D C R e t i r e m e n t P l a n s P h a s e 4 : S t r a t e g ... g i e s t o P r o t e c t R e t i r e m e n t I n c o m e B e f o r e R e t i r e m e n t I n ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios
stanford.edu/phase2.htm TA B L E O F C O N T E N T S 3 4 6 16 18 20 25 30 36 41 43 47 49 ... reviews solutions that combine qualified longevity annuity contacts (QLACs) with systematic withdrawals. • ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jun 2016
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Social Security benefits, before purchasing an annuity or investing in bonds. When middle-income retirees ... Social Security benefits, they might have all the “annuity” income they need, particularly if they reduce ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Optimizing Retirement Income Fast Facts Thank You The SOA’s Committee on Post Retirement Needs and Risks would ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017