(Society of Actuaries) The stated objective of this paper is to "review the existing literature on this multifaceted topic so as to draw clear insight on the best approach to drawing down individual retirement savings."
Comments: Comprehensive (64 pages) review of academic literature
focusing on combinations of annuitization and self-managed drawdown
strategies. Pages 48-54 provide considerations for a person
"contemplating self-managing some or all of his/her retirement
assets" (i.e., the individuals for whom this website has been
designed). Most of the considerations noted by the authors in these
pages can be addressed using the simple spreadsheet and the process
set forth in the March, 2010 article above.
