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Redefining the optimal retirement income strategy
Blanchett, David - In: Financial analysts journal : FAJ 79 (2023) 1, pp. 5-16
Persistent link: https://www.econbiz.de/10013540886
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Global Asset Allocation in Retirement : Buffett's Advice and a Simple Twist
Estrada, Javier - 2019
Warren Buffett has consistently advised investors to follow a simple approach, diversifying broadly and minimizing costs. In fact, he recommended the trustee that will manage his wife's bequest to stick to a simple 90-10 stock-bond portfolio. Is this a sensible strategy for retirees in general?...
Persistent link: https://www.econbiz.de/10012903090
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A generalization of Yaari's result on annuitization with optimal retirement
Park, Seyoung - In: Economics letters 137 (2015), pp. 17-20
Persistent link: https://www.econbiz.de/10011436187
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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
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The perfect withdrawal amount : a methodology for creating retirement account distribution strategies
Suarez, E. Dante; Suarez, Antonio; Walz, Daniel T. - In: Financial services review : the journal of individual … 24 (2015) 4, pp. 331-357
Persistent link: https://www.econbiz.de/10011532495
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Optimal consumption, investment and housing with means-tested public pension in retirement
Andréasson, Johan G.; Shevchenko, Pavel V.; Novikov, … - In: Insurance / Mathematics & economics 75 (2017), pp. 32-47
Persistent link: https://www.econbiz.de/10011740706
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Low returns and optimal retirement savings
Blanchett, David; Finke, Michael; Pfau, Wade D. - In: How persistent low returns will shape saving and retirement, (pp. 26-43). 2018
Persistent link: https://www.econbiz.de/10011959320
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Variable payout annuities and dynamic portfolio choice in retirement
Horneff, Wolfram J.; Maurer, Raimond; Mitchell, Olivia S.; … - In: Journal of pension economics and finance 9 (2010) 2, pp. 163-183
Persistent link: https://www.econbiz.de/10003987836
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Optimal Retirement Portfolios with Fixed and Variable Longevity Annuities in Defined Contribution Plans taking Social Security into Account
Horneff, Vanya; Maurer, Raimond; Mitchell, Olivia S. - 2023
how these interact is of key importance in order to generate efficient retirement portfolios. Additionally, there is … their assets inside and outside tax-qualified retirement plans, their mortality assumptions, and their accrued Social …
Persistent link: https://www.econbiz.de/10014348756
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Fixed and variable longevity income annuities in defined contribution plans : optimal retirement portfolios taking social security into account
Horneff, Vanya; Maurer, Raimond; Mitchell, Olivia S. - In: The journal of risk & insurance 90 (2023) 4, pp. 831-860
Persistent link: https://www.econbiz.de/10014443608