Resources - Retirement Researcher

RETIREMENT RESOURCE LIBRARY

Spending from Investment Portfolios

Download

This set of posts from Wade Pfau 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.

Retirement Risks

Download

Building a retirement income strategy requires careful risk management. This collection from Wade Pfau 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.

Wade's Top Retirement Insights Web Cover

Download

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

7 risks of retirement planning ebook

Download

The financial circumstances facing retirees differ dramatically from pre-retirees. Wade Pfau outlines seven financial challenges unique to retirees that must be taken into account when planning for retirement.

Value of Financial Advice Ebook

Download

Good financial planning decisions extend well beyond where and how you invest. Wade Pfau explores the question of whether professional financial advice is really worth it.

When Should You Claim Social Security Web Cover

Download

Dr. Wade Pfau explores the differences between Social Security claiming strategies and the importance of when you claim.

Sustainable Spending Rates Web Cover

Download

What is a sustainable distribution rate from an investment portfolio? This fundamental question cuts to the heart of distribution planning for a family office or endowment. Wade Pfau explores sustainable distribution rates, risks, and reasonable portfolio returns in several settings.

Sustainable Spending Rates Web Cover

Download

Want to get better at investing? Are you looking for simple, approachable ways to deepen your knowledge of the keys that create financial success? Using academic research and expert advice, this resource offers 12 principles for building wise, sustainable wealth.