View Your Retirement Outlook

November 24, 2015

Tax Considerations When Delaying Social Security

November 23, 2015

Wade Pfau Discusses Social Security on Real Money Radio

November 17, 2015

Social Security: The Best Annuity Money Can Buy 

November 13, 2015

How Time Horizon and Discount Rate Affect Social Security

November 12, 2015

Social Security as an “Investment”

Wade Pfau, Ph.D., CFA

retirement researcher

 Professor of Retirement Income

Director of Retirement Research

Featured Retirement Insights


This compilation of my most widely read blog posts covers a variety of topics. It includes posts which introduced some of my most popular research articles, such as safe savings rate, getting on track for retirement, and the efficient frontier for retirement income. Other topics include compounding wealth growth, retiring from a position of strength, bond ladders, and Social Security claiming decisions.

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This set of posts covers highlights about retirement spending from an investment portfolio. It’s the domain of the “4% rule” and the first post discusses the origins for that retirement income strategy. Other topics include issues about why 4% is too simplistic, how advisors can add value for their clients, the impact of low interest rates on retirement spending, and other related topics.

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Building a retirement income strategy requires careful risk management. This collection investigates key retirement risks related to market volatility (with a list of the biggest stock and bond market drops around the world), the lifetime impact of sequence of returns risk , arguments about whether stocks are less risky or more risky in the long run, and the dangers of investing for income.

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