Archive | Annuities
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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02
Dec

The Yin and Yang of retirement income philosophies

A new paper released by Challenger in Australia, The Yin and Yang of retirement income philosophies, was written by Dr. Wade Pfau and Jeremy Cooper. Modern Retirement Theory principles are summarized nicely in this piece. Challenger – The Yin and Yang Source: http://www.republicast.com/publications/6a490775ca994e50a54ca9ac68b550c3/#p=1&c=0&v=1

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23
Apr

Retirement Base Income Vehicles

Designing a retirement plan can feel overwhelming. Retiring is one of life’s most significant transitions and should be entered into through careful planning. Retirees should start by deciding how to replace their needed income. Base Income should be matched up against your Base Expenses1 (essentials – food, housing, medical, transportation, etc.). Base Income should be secure, stable, and […]

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