Tag Archives: Retirement Income

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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2 Schools of Thought on Retirement Income

2 Schools of Thought on Retirement Income  Source: http://www.onefpa.org/journal/Pages/APR14-2-Schools-of-Thought-on-Retirement-Income.aspx Originally Posted April 2014   by Wade D. Pfau, Ph.D., CFA Wade D. Pfau, Ph.D., CFA, is a professor of retirement income at The American College and the 2011 recipient of the Journal’s Montgomery-Warschauer Award. He hosts the Retirement Researcher blog at wpfau.blogspot.com. (wade.pfau@theamericancollege.edu)   Dueling paradigms and contrary views […]

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MRT 101: 2 Unknowables

MRT is not exclusively an income solution; it is a comprehensive retirement planning framework and process. Therefore, retirement income is a derivative of the MRT planning framework. Presuppositions propel and shape outcomes. The MRT paradigm was developed to address the beginning point of most retirement plan models that are sanitized, unrealistic and unhelpful. MRT believes […]

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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.

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