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We Can Build Better Retirement Products
We Can Build Better Retirement Products I propose a Social Security deferral product and two ... products distributed. Payout annuities;Long-term care insurance;Marketing and distribution;Social Security ...- Authors: Joseph A Tomlinson
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations
- Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance; Social Insurance>Social Security
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New Investment Accounting
whether the lease is what the FASB defines as a "direct financing lease" or an "operating lease." There ... all these tests can be summarized by saying that direct financing leases tend to be longer-term where the ...- Authors: Gregory Broer, Gregory J Carney, David E Rogers, Joseph A Tomlinson, William D Ward
- Date: Apr 1985
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Investments; Financial Reporting & Accounting
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline
later years of retirement, such as for long-term care expenses. • A systematic withdrawal based on the ... case of significant needs, such as long-term care expenses. • A retirement income that has the potential ...- 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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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios
developing retirement income and planning for long-term care (for a discussion on this topic, see the section ... later years of retirement, such as for long-term care expenses. • A SWP based on the IRS required minimum ...- 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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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions
help pay for increased medical and/or long-term care costs. 7 Executive Summary of Phase 3 Results ... anticipated increases in medical and/or long-term care costs. 56 Summary and Commentary (continued) ...- 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 2, Enable Delay of Social Security
cases assume Social Security benefits for the primary worker are delayed until age 70 but retirement ... replace the Social Security benefits for both the primary worker and nonworking spouse that could have been ...- 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