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Monday, November 30, 2015

5 Ways to Increase Your Near-Term Retirement Spending Budget

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In our post of August 31, 2014, Managing Your Spending in Retirement—it’s Not Rocket Science , we set forth a simple four-step process for m...
Tuesday, November 24, 2015

Retirement Researcher Endorses Qualified Longevity Annuity Contracts

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In his recent article in Advisors Perspectives, Why Advisors Should Use Deferred Income Annuities , Dr. Michael Finke touts the benefits of ...
Wednesday, November 18, 2015

Actuary Discovers Chinks in Monte Carlo Modeling Armor

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In his recent article in Advisor Perspectives, fellow actuary Joe Tomlinson raises serious credibility concerns about Monte Carlo simulatio...
Tuesday, November 17, 2015

Retirement Researcher Quantifies Benefits of Dynamic Withdrawal Strategies

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Thanks to Nelson Murphy for drawing my attention to an article in the Summer, 2015 edition of The Journal of Retirement Research, by David B...
Thursday, November 5, 2015

Social Security Reform—Some Solutions are More Sustainable than Others

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As discussed in my posts of March 1 and May 3 of this year, I occasionally get drawn into commenting on US Social Security System financin...
Saturday, October 31, 2015

Actuaries Release Five New Issue Briefs on Retiree Lifetime Income

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As a follow-up to their 2013 Public Policy Discussion Paper, “Risky Business—Living Longer Without Income for Life” (discussed in our post o...
Saturday, October 24, 2015

Does New Math Clearly Demonstrate that People Should Delay Commencement of Social Security Benefits When Possible?

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Apologies to my non-US readers as I will once again take on the subject of when to commence US Social Security benefits.  This post is in re...
Saturday, October 17, 2015

All About that Budget

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If I had to pick a theme song for this website, I guess I would have to consider Meghan Trainor’s popular song with a small modification.  W...
Thursday, October 15, 2015

Making Sense Out of Variable Spending Strategies for Retirees?

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In his October 2, 2015 blog post, Dr. Wade Pfau, Professor of Retirement Income at The American College, reprinted his article from the Jour...
Monday, October 12, 2015

Fear of Outliving Your Savings vs. Fear of Not Spending Enough—Finding an Appropriate Balance

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In his September 29 article for US News, Why You Won’t Run Out of Money in Retirement , David Ning outlines several safeguards that he belie...