Pages

▼
Thursday, October 24, 2013

Enough Already With the 4% Rule

›
In David Ning's October 23, 2003 blog titled, The 4 Percent Safe Withdrawal Rule Declines to 3 Percent ,Mr. Ning says that most investor...
Friday, October 11, 2013

Reasonable Assumptions and Algorithm for Simple Actuarial Process

›
Several individuals have suggested that I provide some guidance with respect to assumptions and the algorithm to be used with the spreadsh...
Wednesday, October 2, 2013

Use Our Spreadsheet to Estimate How Much Deferred Annuity to Purchase

›
In his September 24, 2013 article, " Why Retirees Should Choose DIAs over SPIAs ", Dr. Wade Pfau reaches the conclusion that ...
Sunday, September 22, 2013

Retirement Income Source Diversification

›
http://howmuchcaniaffordtospendinretirement.webs.com/Retirement_Income_Source_Diversification_09222013.pdf As indicated in previous posts...
Thursday, September 12, 2013

Gotbaum Tells Council Lump-Sum Cash-Outs Are Like Cigarettes: Legal but Bad for You

›
Pension Rights Center http://www.pensionrights.org/sites/default/files/docs/news/130903_bna_pension_benefits_reporter_-_gotbaum_tell...
Tuesday, September 10, 2013

Life Expected Income Breakeven Comparison Between SPIAs and Managed Portfolios

›
by Larry Frank Sr., John B. Mitchell and Wade Pfau  http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2317857   A tip of my hat to Mess...
Wednesday, August 14, 2013

Renaming The Outcomes Of A Monte Carlo Retirement Projection

›
(Nerd's Eye View, August 14, 2013) http://www.kitces.com/blog/archives/537-Renaming-The-Outcomes-Of-A-Monte-Carlo-Retirement-Projectio...
Sunday, August 11, 2013

Retirement Planning in an uncertain world

›
Steve Vernon (CBS Moneywatch, August 7, 2013) http://www.cbsnews.com/8301-505146_162-57597036/retirement-planning-in-an-uncertain-world/...
Thursday, August 1, 2013

The Power of Diversification and Safe Withdrawal Rates

›
Geoff Considine (Advisorperspectives.com, July 30,2013) http://advisorperspectives.com/newsletters13/The_Power_of_Diversification.php ...
Tuesday, July 23, 2013

Efficient Retirement Design--Combining Private Assets and Social Security to Maximize Retirement Resources

›
John B. Shoven and Sita N. Slavov Stanford Institute for Economic Policy Research (SIEPR) http://siepr.stanford.edu/syste...