1 - 2 of 2 results (0.37 seconds)
Sort By:
  • Decumulation for a New Generation
    “rule of thumb” business, advising retirees to direct some portion of their assets to an annuity rather ... four‑bedroom family home. (What about medical care and long‑term care? I’m hoping someone else figures that ...

    View Description

    • Authors: Elizabeth Bauer
    • Date: Sep 2016
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Public Policy
  • Products, Tools, and Strategies that Address Retirement Risks – Essay Collection
    four risks that retirees face: longevity, health care, sequence of returns and inflation. It examines ... and planning ahead for future possible long-term care needs. • Layered Liquidity Management in Retirement ...

    View Description

    • Authors: Zvi Bodie, Kenneth Steiner, R Inglis, Jonathan Barry Forman, Richard Fullmer, John Turner, Marion Laboure, Sally Shen , Elizabeth Bauer, Gwen Weng, Gregory A Ward, John Cutler, Max Rudolph, Robert Merton, Paula Hogan, Nevenka Vrdoljak
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks