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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...- 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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Key Findings and Issues-Longevity
Key Findings and Issues-Longevity This report highlights findings from the 2011 Retirement Risks Survey related to longevity, with additional sources for commentary. Longevity; Longevity risk; ...- Authors: Society of Actuaries
- Date: Jul 2012
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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2005 Risks and Process of Retirement Survey
2005 Risks and Process of Retirement Survey This report presents the results of a 2005 telephone study among Americans ages 45 to 80. The purpose of the study was to evaluate Americans' ...- Authors: Application Administrator, Mathew Greenwald
- Date: Mar 2006
- Competency: External Forces & Industry Knowledge
- Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks
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research-2014-retire-survey-findings
research-2014-retire-survey-findings This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to retirement risks. It uses quotations from ...- Date: May 2014
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report
Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report A research project defining relevant and actionable consumer segments among middle-income/mid-level net worth ...- Authors: Application Administrator, Brent Hamann
- Date: Apr 2009
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Post-Retirement Experiences of Individuals 85+ Years Old
Post-Retirement Experiences of Individuals 85+ Years Old This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the ...- Authors: Brian J Perlman
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups
The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups This is a report examining the decision process to retire and views on managing assets after ...- Authors: Society of Actuaries
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?
Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much? Summary of the "Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How ...- Authors: Society of Actuaries
- Date: Jan 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report
Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report The objective of the Phase I research effort was to further the Committee’s work by ...- Authors: Noel Abkemeier
- Date: Feb 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Retirement Planning Software
Retirement Planning Software This report reviews retirement planning software programs currently available to individuals and their professional advisors. The report does not rate or recommend ...- Authors: Eric Sondergeld, Matt Drinkwater, Robert S Chamerda, Daniel G Landsberg, Mary-Beth Selby
- Date: Jan 2002
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software