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  • Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age
    1 BARRIERS AND FACILITATORS TO ADVANCE FINANCIAL CARE PLANNING ...................................... ... 10 4.1.2 Lack of knowledge of advance financial care planning ......................................

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    • Authors: Steven Vernon
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • viability-spend-safely.pdf
    suggest a retiree’s health status may not be a primary consideration for whether to adopt a version of ... emergency fund, but also a reserve for long-term care and other large unexpected shocks). They withdraw ...

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    • Authors: Steven Vernon, Wade D Pfau
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs
    income program for their plan participants. The primary goal of this paper is to help retirement plan sponsor ... threat of high expenses for medical and long-term care. It should be no surprise that retirees might ...

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    • Authors: Steven Vernon
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • 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 ...

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    • 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
  • A Smart Way to Develop Retirement Income Strategies
    Social Security benefits until age 70 for the primary wage-earner. Married couples would use common ... claiming strategy for the spouse who isn’t the primary wage-earner. This strategy then uses the IRS required ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
  • A Smart Way to Develop Retirement Income Strategies
    viable retirement income solutions— that’s been a primary focus of my current encore career as a retirement ... evaluating-retirement-income-decisions/. the primary wage-earner and uses the IRS required minimum ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
    develop solutions for their individual clients. The primary group under consideration of our analyses are middle- ... to skilled, unbiased financial planners. The primary group under consideration for this project ...

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    • 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
  • The Sightlines Project: Seeing our Way to Financial Security in the Age of Increased Longevity
    and home equity, and caregiving and long-term care. Fast Facts 2017 Risks and Process of Retirement ... Retirement HIGHLIGHTS • Inflation, health care, and long-term care continue to be top concerns for retirees ...

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    • Authors: Steven Vernon
    • Date: Nov 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 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 ...

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    • 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
  • 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) ...

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    • 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