Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Using Sound Actuarial Principles to Better Manage Retirement Finances
    a discount rate, a rate of future inflation, mortality (or expected period of retirement) and other ... life annuity of $25,000 per year, and Example Retiree #2 has a fixed dollar, deferred annuity of $25 ...

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    • Authors: Kenneth Steiner
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Finance & Investments>Asset liability management; Pensions & Retirement>Retirement risks
  • The Feel Free Retirement Spending Strategy
    and above any Social Security or other pension, annuity or employment income), then they have enough money ... Social Security, pension, employment or other annuity-type income. I call this the “feel free” spending ...

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    • Authors: R Inglis
    • Date: May 2016
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks