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  • Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
    Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income With freezing and termination of DB plans, there is a growing void in retirees' retirement planning that ...

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    • Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • What Is The True Value Of Tax Deferral?
    What Is The True Value Of Tax Deferral? In this session at the SOA 2003 Washington, DC Spring Meeting, the panelists discuss the value of deferred taxes to the owner of an IRA, 401k or similar ...

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    • Authors: Krzysztof Ostaszewski, James M Carson
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans