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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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Retirement Planning Tools
Retirement Planning Tools The SOA's Aging & Retirement Strategic Research Program and Financial Finesse ...- Authors: Society of Actuaries
- Date: Aug 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Optimizing Retirement Income Fast Facts
income strategies (such as purchasing certain annuity products and using Social Security optimization ... Security benefits, use low-cost investment or annuity products, and have a significant percentage of ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management