View Your Retirement Outlook

October 20, 2016

A Terrible Way To Protect A Retiree From Inflation

October 18, 2016

What Is The ‘Floor & Ceiling’ Retirement Spending Strategy?

October 13, 2016

How Do You Know How Much Income You Need In Retirement?

October 11, 2016

Are Retirement Spending Strategies Different For Individuals And Institutions?

October 6, 2016

How Can You Protect Your Retirement Portfolio During the Election?

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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