View Your Retirement Outlook

June 22, 2016

Evaluating The Impact of Sequence Risk On Retirement Income

June 20, 2016

Navigating One Of The Greatest Risks Of Retirement Income Planning

June 15, 2016

What Do Market Expectations Have To Do With Safe Withdrawal Rates?

June 13, 2016

The Advantages Of Monte Carlo Simulations In Retirement Income Planning

June 9, 2016

Does Asset Allocation Affect Withdrawal Rates?

Wade Pfau, Ph.D., CFA

retirement researcher

 Professor of Retirement Income

Director of Retirement Research

Featured Retirement Insights


Believe it or not, your Social Security claiming strategy matters. In this resource, Dr. Wade Pfau considers how recent changes to Social Security claiming strategies could affect you, varying philosophies of claiming strategies, arguments for claiming early and late, potential directions Social Security could go, and the likelihood of Social Security being there for future generations.

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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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