We examine common asset allocation strategies for retirement investing, considering both static and dynamic approaches … a 100 percent equity allocation for their clients until approximately ten years prior to a client's retirement, at which …

exists differ substantially. This article compares risk and returns for regular and lump-sum investors for all possible … risk of negative returns disappears for horizons that are six years shorter. Increasing contributions deteriorate risk and …

) versions of tax-advantaged retirement accounts. The model features a progressive tax schedule and uncertainty over future tax … rates. Traditional accounts are valuable for hedging retirement account performance and managing current income near tax …

This paper proposes an innovative retirement product with a focus on longevity risk sharing, a contract we refer to as … focus in recent literature on innovative retirement products, but also reducing the longevity risk exposure of the insurer … of longevity risk), and a reduced, index-dependent payment when the threshold is passed (i.e., highly unfavorable …