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Article

4 Approaches To Managing Sequence Of Returns Risk In Retirement

Apr 12, 2017
4 Approaches To Managing Sequence Of Returns Risk In Retirement Attempting to sustain a fixed...
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Video

A Day at DPL with Wade Pfau | Risk pooling explained

Jan 13, 2017
Wade Pfau PhD, CFA, RICP explains the benefits of risk pooling in a retirement strategy.

Article

Michael Finke on the Truth about Retirement Spending, the Annuity Puzzle, and Changing the Paradigm

Oct 01, 2016
The Journal recently talked with Finke to learn about his current research projects, his views...
READ THIS AT JOURNAL OF FINANCIAL PLANNING

White Paper

Evaluating Investments versus Insurance in Retirement

Jun 30, 2015
Advisor Perspectives Evaluating Investments versus Insurance in Retirement Retirement-income planning has emerged as a distinct...

White Paper

Alpha, Beta, and Now…Gamma

Aug 28, 2013
When it comes to generating retirement income, investors arguably spend the most time and effort...

White Paper

The Retirement Income Challenge: Deferred Income Annuities Before Retirement

This balance of spending today and the risk of outliving assets presents a challenge when...

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