Is the standard for calculating a retirement portfolio's maximum withdrawal rate all wrong?
Eleven rules for equity valuations from James J. Valentine, CFA, as described by Paul McCaffrey; suggestions for evidence-based thinking in retirement plans by Isaac Presley, CFA; and Sloane Ortel's examination of how Amazon fits into the active vs. passive debate are among the top EI posts from November.
US filial support laws could be a potential "sleeping giant." For those with clients who refuse to acknowledge the importance of planning for long-term health care in retirement, read on.
Isaac Presley, CFA, has a few suggestions to put a little evidence-based thinking into your clients' retirement plans.
“The big fear society has is your standard of living is going to drop dramatically [in retirement]. And that’s what clients come to you and ask for help on,” says Diane Garnick, chief income strategist and managing director for TIAA (Teachers Insurance and Annuity Association). So what does the retirement data say? One of the most worrisome trends is the gender retirement gap.
Laurence B. Siegel and M. Barton Waring devised a way to balance an investor’s portfolio concerns by adopting a personal annuity structure, created by relating an asset portfolio’s value to a stream of annual spending over a term related to the remaining lifespan of the investor.
When it comes to retirement income planning, advisers should focus less on "shortfall" and "failure" probabilities, and embrace the "language of longevity,” Moshe Milevsky tells Barbara Petitt, CFA, in an interview for the Financial Analysts Journal Author Interview series.
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