Comprehensive Retirement Planning Process

Modern Retirement TheoryTM  is a comprehensive retirement planning process created to offer customized solutions for each individual retiree.  The goal of this proprietary process is a retirement plan that is secure, stable, and sustainable for the retiree’s lifetime.

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Prioritized Goal Segmentation

Retirement is an absolute goal, not a relative one. Leveraging prioritized goal segmentation during retirement funding can offset retirement risk.

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S-3 Model

Modern Retirement Theory's S-3 Model for retirement funding was created to simultaneously provide investors with security, stability and sustainability.

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08
Dec

3-S Income for Retirement

The MRT team’s article titled “Crafting Retirement Income that is Stable, Secure, and Sustainable” is now available in the December issue of the Journal of Financial Planning. MRT defines retirement income planning through the 3-S Income model (stable, secure, sustainable). (more…)

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16
Feb

The Retirement Income Showdown between Safety First and Probability Planning

In Dr. Wade Pfau’s February 2017 article in the Journal of Financial Planning titled “Retirement Income Showdown: Risk Pooling vs. Risk Premium,” he references Modern Retirement Theory as the example of the safety-first philosophy of retirement income planning.  This research concluded that the safety-first approach to retirement income planning supports spending goals and preserves assets for contingencies […]

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05
May

MRT appears in Forbes article: “39 Modern Retirement Income Planning Techniques”

Read Now: 39 Modern Retirement Income Planning Techniques  Source: http://www.forbes.com/sites/wadepfau/2016/04/28/modern-retirement-income-planning-techniques/#693903c451e3

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