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Life annuity insurance versus self-annuitization : an analysis from the perspective of the family

Schmeiser, Hato; Post, Thomas - In: Risk management and insurance review 8 (2005) 2, pp. 239-255

Persistent link: https://www.econbiz.de/10003275244

Bequest-embedded annuities and tontines

Chen, An; Rach, Manuel Matthias - In: Asia-Pacific journal of risk and insurance : APJRI 16 (2022) 1, pp. 1-46

Persistent link: https://www.econbiz.de/10012806350

Bequest motive and incentive to retire : consumption, investment, retirement, and life insurance strategies

Lim, Byung Hwa; Kwak, Minsuk - In: Finance research letters 16 (2016), pp. 19-27

Persistent link: https://www.econbiz.de/10011655064

Efficient retirement portfolios : using life insurance to meet income and bequest goals in retirement

Dong, Fangyuan; Halen, Nick; Moore, Kristen; Zeng, Qinglai - In: Risks : open access journal 7 (2019) 1/9, pp. 1-11

Life Insurance Retirement Plans (LIRPs) offer tax-deferred cash value accumulation, tax-free withdrawals (if properly … structured), and a tax-free death benefit to beneficiaries. Thus, LIRPs share many of the tax advantages of other retirement … examine the potential of LIRPs to meet both income and bequest needs in retirement. We contrast retirement portfolios that …

Persistent link: https://www.econbiz.de/10012018693

Optimal allocation of retirement portfolios

Maritato, Kevin; Lane, Morton; Murphy, Matthew; … - In: Journal of risk and financial management : JRFM 15 (2022) 2, pp. 1-17

using two variations of the model. The parameters used in this case study correspond to a typical retirement situation. The …

Persistent link: https://www.econbiz.de/10013206042

The dissaving of annuity wealth and marketable wealth in retirement

Mirer, Thad W. - 1992

Persistent link: https://www.econbiz.de/10000841401

Has the Individual Retirement Account Lost its Luster? Recent Scrutiny of Rollovers and Non-Spousal Inheritance Rights May Dull the Ira for Retirement and Estate Planning

West, Theron - 2016

recent changes in the tax landscape involve the treatment of the Individual Retirement Accounts (IRAs) -- perhaps in large … their retirement income planning strategies. According to data reported the third quarter in 2013, a quarter, or $6 ….2 trillion, of retirement assets were held in IRAs. In other words, IRAs have taken center stage in the retirement income …

Persistent link: https://www.econbiz.de/10013000672