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Integrating Home Equity & Retirement Savings: "Rule of 30"
Integrating Home Equity & Retirement Savings: "Rule of 30" A strategy is shown to yield greater amount and sustainability of retirement income by coordinating draws from ...- Authors: Peter Neuwirth, Barry Sacks, Stephen Sacks
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Retirement Section News
- Topics: Finance & Investments>Portfolio management - Finance & Investments
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An Enhanced Social Security Benefit
An Enhanced Social Security Benefit Social Security provides financial protection by annuitizing retirement. This is not enough for many. My idea creates an additional annuity via Social ...- Authors: John Cutler
- Date: May 2018
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Economics>Behavioral economics; Finance & Investments>Investment policy