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Retirement Decision Making Retirement Income

FPA Oregon hears Dr. Wade Pfau’s Presentation on Two Schools of Retirement Income

On February 14, 2013, Dr. Wade Pfau presented to the FPA Oregon & SW Washington: Two Schools of Retirement Income.

The presentation compares a “Probability-based” approach to retirement planning to a “Safety-First” approach. Dr. Pfau highlights Modern Retirement Theory as a significant contributor to the “Safety First” perspective.

Categories
Portfolio Theory Retirement Decision Making Retirement Income

MarketWatch Article mentions Modern Retirement Theory

On January 31, 2013, MarketWatch Journalist, Robert Powell’s article, Retirees and stocks: Sell now or hold on? includes citations from MRT’s Jason Branning.

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Retirement Income Taxes

Retirement Income Tax Strategies

Retirement Income Tax Strategies – Financial Planning Association General Public Website