Description: This research provides a literature review on the topic of post-retirement financial strategies from the perspective of an individual who is approaching retirement age. The body of knowledge surveyed is the post-retirement financial strategies literature that is related to the risks of longevity, inflation, and investment. The literature sources are both academic and practitioner-focused. The end product is a documentation of and commentary on the state-of-the-art in the post-retirement financial strategies area. The intended audience is retirement professionals, and others, who need to be well informed about the current state of post-retirement financial strategies, as reported in the literature.

Description: Symposium overview. From Retirement Needs Framework, M-RS00-1.

Description: This paper discusses retirement planning information and the signals it provides. It focuses on the issue of communicating lump sum versus income benefits. It discusses challenges in communicating income benefits and provides some alternatives.

Description: Summary of a report examining the decision process to retire and views on managing assets after retirement. The study was designed specifically to examine those who were not forced to retire due to ill health or disability.

Description: This paper outlines a framework for formulating one’s post-retirement planning strategy.

Description: To be financially "well" is unique to an individual. Following a hierarchy of needs is key, along with saving more than the talking heads tell you to.

Description: The abstract of paper The Future of Retirement - An Exploration and Comparison of Different Scenarios.

Description: This paper presents a model that projects withdrawal and investment returns for a hypothetical retirement account. From Retirement Needs Framework, M-RS00-1.

Description: This paper discusses the proposed compulsory savings program combined with transparent investment vehicles designed to promote competition based on expense levels, fund performance and customer service. At retirement 50% of the account is annuitized in Participating Variable Annuity (PVA) backed by TIPS. All investment experience, expenses, and pooled longevity experience is passed to annuitants through periodic benefit adjustments. Annuities are priced uniformly based on age at commencement.

Description: This report presents the results of a telephone study among Americans aged 45 to 80.