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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 ...- 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