retirement accounts on retirement income adequacy for Baby Boomers and Gen Xers in the United States. This paper summarizes that …’s modeling shows a substantial improvement in the probability of attaining a financially successful retirement if workers are … 401(k) plan are simulated to have sufficient 401(k) accumulations that, combined with Social Security retirement benefits …

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 …