Tag: Dr. Wade Pfau

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Annuities Base Bond Ladders Conditions within Longevity Individual Retirement Planning Liability-driven Investing Longevity Pensions Portfolio Theory Retirement Decision Making Retirement Income Social Security

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).

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Annuities Base Bond Ladders Contingency Discretionary Individual Retirement Planning Legacy Liability-driven Investing Longevity Pensions Portfolio Theory Retirement Decision Making Retirement Income

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