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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 ...- Authors: Steven Vernon, Wade D Pfau
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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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 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
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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