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Retirement Planning eJournal

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Viewing: 1 - 50 of 1,067 papers

1.

Life-Cycle Finance in Theory and in Practice

Boston University School of Management Working Paper No. 2002-02
Number of pages: 15 Posted: 13 Jun 2002
Working Paper Series
Boston University - Department of Finance & Economics
Downloads 6,114
2.

Different Choices Maximize the RRSP Net Benefit

Number of pages: 23 Posted: 22 Sep 2018 Last Revised: 29 Jan 2019
Working Paper Series
Independent
Downloads 3,477
3.

Social Security – The Way Forward

SKCOH Summit 8th Thinker’s and Writers Forum, March 2011
Number of pages: 14 Posted: 01 May 2011
Accepted Paper Series
Vivin Consultants Chennai
Downloads 2,312
4.

Social Security Benefits Formula 101: A Practical Primer

American Bar Association - Section of Taxation News Quarterly, Vol. 29, No. 4, Summer 2010
Number of pages: 3 Posted: 10 Jul 2010
Accepted Paper Series
University of Nevada, Las Vegas - William S. Boyd School of Law and San Diego State University - College of Business Administration
Downloads 2,233
5.

The Return Expectations of Institutional Investors

Stanford University Graduate School of Business Research Paper No. 18-5, 9th Miami Behavioral Finance Conference 2018
Number of pages: 53 Posted: 06 Nov 2019 Last Revised: 01 Jun 2020
Working Paper Series
University of Amsterdam and Stanford Graduate School of Business
Downloads 1,688
6.

Child Poverty and Inequality: New Perspectives

Number of pages: 299 Posted: 17 Apr 2012 Last Revised: 24 Apr 2012
Working Paper Series
United Nations - International Labour Organization (ILO), United Nations - Children's Fund (UNICEF) and United Nations - Children's Fund (UNICEF)
Downloads 1,603
7.

The Yin and Yang of Retirement Income Philosophies

Number of pages: 32 Posted: 17 Jan 2015
Working Paper Series
The American College for Financial Services and Challenger Limited
Downloads 1,441
8.

Fact and Fiction about Low-Risk Investing

NYU Stern School of Business
Number of pages: 26 Posted: 25 Mar 2020
Working Paper Series
Office of Financial Research, AQR Capital Management, LLC, AQR Capital Management and AQR Capital Management, LLC
Downloads 1,420
9.

Toward Determining the Optimal Investment Strategy for Retirement

Number of pages: 11 Posted: 03 Jan 2019
Working Paper Series
IESE Business School and Windham Capital Management
Downloads 1,230
10.

The Promises and Pitfalls of Robo-Advising

8th Miami Behavioral Finance Conference 2017
Number of pages: 44 Posted: 22 Feb 2018
Working Paper Series
Boston College, The Johns Hopkins Carey Business School and Georgetown University

Multiple version iconThere are 2 versions of this paper

Downloads 1,182
11.

Choosing Investment Managers

Swiss Finance Institute Research Paper No. 20-63
Number of pages: 49 Posted: 16 Sep 2020 Last Revised: 18 Sep 2020
Working Paper Series
University of Lausanne, Arizona State University (ASU) - Finance Department and Purdue University - Krannert School of Management
Downloads 1,159
12.

Required Retirement Savings Rates Today

Number of pages: 22 Posted: 18 Oct 2016
Working Paper Series
Morningstar Investment Management, The American College and The American College for Financial Services
Downloads 1,145
13.

When Nudges are Forever: Inertia in the Swedish Premium Pension Plan

AEA Papers and Proceedings, Vol. 108 May 2018
Number of pages: 14 Posted: 17 Jan 2018 Last Revised: 27 Oct 2018
Accepted Paper Series
University of Miami - Department of Finance, University of Chicago - Booth School of Business and China Europe International Business School
Downloads 1,017
14.

The Financial Judgment and Decision Making Process of Women: The Role of Negative Feelings

Third Annual Meeting of the Academy of Behavioral Finance & Economics, September 2011
Number of pages: 19 Posted: 02 Oct 2011
Accepted Paper Series
Washington and Lee University
Downloads 957
15.

The Canadian Pension Fund Model: A Quantitative Portrait

Number of pages: 50 Posted: 04 Aug 2020 Last Revised: 24 Sep 2020
Working Paper Series
CEM Benchmarking Inc., McGill University - Desautels Faculty of Management, CEM Benchmarking Inc. and CEM Benchmarking Inc.
Downloads 930
16.

Fiscal Implication of Ageing: Projections of Age-Related Spending

Number of pages: 57 Posted: 21 Oct 2004
Working Paper Series
Organization for Economic Co-Operation and Development (OECD) - Economics Department (ECO), Organisation for Economic Cooperation and Development, OECD and Organization for Economic Co-Operation and Development (OECD) - Economics Department (ECO)
Downloads 915
17.

A Simple Regulatory Fix for Citizenship Taxation

Richardson, John; Snyder, Laura; and Alpert, Karen, A Simple Regulatory Fix for Citizenship Taxation, 169 Tax Notes Federal 275 (2020), Available at SSRN: https://ssrn.com/abstract=3725506
Number of pages: 18 Posted: 10 Nov 2020
Accepted Paper Series
Citizenship Solutions, Taxpayer Advocacy Panel (TAP) and University of Queensland - Business School
Downloads 912
18.

The East Asian Welfare Model

International Journal of Social Welfare, Vol. 15, pp. 290-301, 2006
Number of pages: 12 Posted: 15 Dec 2010
Accepted Paper Series
BNU-HKBU United International College, Zhuhai, China
Downloads 864
19.

The Undocumented Immigrant Tax: Enriching Americans from Sea to Shining Sea

Chapman University Law Research Paper No. 2008
Number of pages: 37 Posted: 02 Nov 2008 Last Revised: 26 Nov 2010
Accepted Paper Series
University of Nevada, Las Vegas - William S. Boyd School of Law
Downloads 835
20.

Spending Flexibility and Safe Withdrawal Rates

Number of pages: 20 Posted: 09 Nov 2011
Working Paper Series
The American College, The American College for Financial Services and Texas Tech University
Downloads 791
21.

Retiree Out-of-Pocket Healthcare Spending: A Study of Consumer Expectations and Policy Implications

American Journal of Law and Medicine, Vol. 39, No. 1, 2013, UCLA School of Law, Law-Econ Research Paper No. 13-04, Harvard Public Law Working Paper No. 13-14
Number of pages: 73 Posted: 11 Feb 2013 Last Revised: 08 Jun 2013
Accepted Paper Series
University of Pennsylvania Carey Law School and Harvard Law School
Downloads 777
22.

The Front Door Opens Wide for the Backdoor Roth IRA

Tax Notes, Vol. 155, No. 9, 2017
Number of pages: 8 Posted: 05 Jul 2017 Last Revised: 02 Dec 2019
Accepted Paper Series
Liberty University - School of Law and Liberty University School of Law
Downloads 754
23.

How Will Retirement Saving Change By 2050? Prospects for the Millennial Generation

Number of pages: 51 Posted: 07 Jul 2019
Working Paper Series
Brookings Institution, Harvard Kennedy School (HKS), Students and Johns Hopkins University - SAIS
Downloads 694
24.

The Four Approaches to Managing Retirement Income Risk

Number of pages: 14 Posted: 31 Dec 2019
Working Paper Series
The American College for Financial Services
Downloads 683
25.

Robust Leveraged ETF Portfolios Extending Classic 40/60 Portfolios and Portfolio Insurance

Number of pages: 65 Posted: 19 Mar 2020 Last Revised: 19 Mar 2020
Working Paper Series
Columbia University and Stuyvesant High School
Downloads 677
26.

What Dividend Imputation Means for Retirement Savers

Number of pages: 31 Posted: 05 Sep 2018
Working Paper Series
Australian National University - Research School of Finance, Actuarial Studies & Statistics, Australian National University (ANU) and Australian National University (ANU) - Research School of Finance, Actuarial Studies and Statistics

Multiple version iconThere are 2 versions of this paper

Downloads 636
27.

Recent Social Security Initiatives in India

Number of pages: 71 Posted: 28 Jun 2016
Working Paper Series
University of Delhi - Delhi School of Economics and Indian Institute of Technology Delhi
Downloads 623
28.

Extending Social Security: Policies for Developing Countries

Extension of Social Security Paper No. 13
Number of pages: 88 Posted: 27 Feb 2005
Working Paper Series
International Labour Office
Downloads 620
29.

Tactical Target Date Funds

Number of pages: 70 Posted: 16 Jul 2018 Last Revised: 14 Dec 2020
Working Paper Series
London Business School, Imperial College Business School and affiliation not provided to SSRN

Multiple version iconThere are 2 versions of this paper

Downloads 587
30.

Stocks for the Long Run? Evidence from a Broad Sample of Developed Markets

Proceedings of Paris December 2020 Finance Meeting EUROFIDAI - ESSEC, Journal of Financial Economics (JFE), Forthcoming
Number of pages: 81 Posted: 03 Jun 2020 Last Revised: 19 Jan 2021
Accepted Paper Series
University of Arizona, Eller College of Management, Department of Finance, Students, University of Arizona - Department of Finance and University of Missouri at Columbia - Department of Finance
Downloads 579
31.

Different Worlds of Welfare Capitalism: Australia, the United States, the United Kingdom, Sweden, Germany, Italy, Hong Kong and Singapore

Australian National University Discussion Paper No. 80
Number of pages: 20 Posted: 16 Dec 2010
Accepted Paper Series
BNU-HKBU United International College, Zhuhai, China
Downloads 567
32.

Social Security Benefits Formula 101

Orange County Lawyer, May 2011
Number of pages: 5 Posted: 02 May 2011
Accepted Paper Series
University of Nevada, Las Vegas - William S. Boyd School of Law and San Diego State University - College of Business Administration
Downloads 564
33.

Investing with One Hand Tied Behind Your Back – An Australian Perspective on United States Tax Rules for Non-Resident Citizens

Number of pages: 12 Posted: 10 Jan 2018
Working Paper Series
University of Queensland - Business School
Downloads 562
34.

Regulatory Controversies of Private Pension Funds

Number of pages: 37 Posted: 20 Apr 2016
Working Paper Series
World Bank - Financial Sector Development
Downloads 558
35.

Social Security and Retirement

Center for Retirement Research Working Paper No. 2000-11
Number of pages: 56 Posted: 01 Jan 2001
Working Paper Series
Wellesley College and Massachusetts Institute of Technology (MIT) - Department of Economics

Multiple version iconThere are 3 versions of this paper

Downloads 555
36.

How Persistent Low Expected Returns Alter Optimal Life Cycle Saving, Investment, and Retirement Behavior

SAFE Working Paper No. 190
Number of pages: 21 Posted: 06 Nov 2019
Working Paper Series
Leibniz Institute for Financial Research SAFE, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School

Multiple version iconThere are 2 versions of this paper

Downloads 547
37.

Gender Equality and the Extension of Social Protection

ESS Working Paper No. 16, International Labour Organization 2003
Number of pages: 60 Posted: 01 Apr 2005
Accepted Paper Series
University of Sussex - Institute of Development Studies and University of Sussex - Publications Office
Downloads 506
38.

Unemployment Replacement Rates Dataset Among 34 Welfare States, 1971-2009: An Update, Extension and Modification of the Scruggs' Welfare State Entitlements Data Set

NEUJOBS Special Report No. 2
Number of pages: 75 Posted: 25 Jan 2012
Working Paper Series
Leiden University - Leiden Law School and Leiden Law School - Department of Economics
Downloads 471
39.

The Effects of the Tax Cuts & Jobs Act of 2017 on Defined Benefit Pension Contributions

Number of pages: 51 Posted: 07 Nov 2019 Last Revised: 07 Feb 2020
Working Paper Series
University of Wisconsin - Madison - Department of Accounting and Information Systems, University of Wisconsin - Madison - Department of Accounting and Information Systems and University of Wisconsin - Madison

Multiple version iconThere are 2 versions of this paper

Downloads 467
40.

Funding Direct Payments to Americans Through Social Security Deferral

Stanford University Graduate School of Business Research Paper No. 3580533
Number of pages: 16 Posted: 21 Apr 2020
Working Paper Series
American Enterprise Institute and Stanford Graduate School of Business
Downloads 461
41.

Volatility as an Asset Class: Holding VIX in a Portfolio

Journal of Futures Markets, Forthcoming
Number of pages: 29 Posted: 27 Jan 2020
Accepted Paper Series
University of New South Wales
Downloads 461
42.

Social Security Reform: Should the Retirement Age Be Increased?

Oregon Law Review, Vol. 89, No. 4, p. 1179, 2011, Thomas Jefferson School of Law Research Paper No. 1720402
Number of pages: 79 Posted: 08 Dec 2010 Last Revised: 11 Jan 2014
Accepted Paper Series
Thomas Jefferson School of Law
Downloads 452
43.

Defined Contribution Plans and the Challenge of Financial Illiteracy

Cornell Law Review, Vol. 105, p. 741, 2020, U of Penn, Inst for Law & Econ Research Paper No. 19-22, European Corporate Governance Institute - Law Working Paper No. 478/2019
Number of pages: 63 Posted: 15 May 2019 Last Revised: 02 Sep 2020
Working Paper Series
University of Pennsylvania Law School - Institute for Law and Economics, European Corporate Governance Institute, George Washington University - Department of Accountancy and George Washington University - School of Business
Downloads 445
44.

Constructing Tax Efficient Withdrawal Strategies for Retirees with Traditional 401(k)/IRAs, Roth 401(k)/IRAs, and Taxable Accounts

Number of pages: 41 Posted: 17 May 2019
Working Paper Series
Pepperdine University - Graziadio School of Business and Management and Santa Clara University
Downloads 442
45.

Social Security Reform in Indonesia: A Critical Analysis

Number of pages: 27 Posted: 03 Feb 2005
Working Paper Series
Kroc Institute for International Peace Studies - University of Notre Dame
Downloads 442
46.

Flexicurity in the European Union: Flexibility for Outsiders, Security for Insiders

Number of pages: 26 Posted: 01 Mar 2012
Working Paper Series
Leiden University - Leiden Law School and Leiden Law School - Department of Economics
Downloads 437
47.

Predicting Sustainable Retirement Withdrawal Rates Using Valuation and Yield Measures

Number of pages: 21 Posted: 17 Dec 2010
Working Paper Series
The American College for Financial Services
Downloads 433
48.

Financial Literacy: What Works? How Could it Be More Effective?

Number of pages: 28 Posted: 28 Aug 2013
Working Paper Series
Brookings Institution and Stanford Law School

Multiple version iconThere are 2 versions of this paper

Downloads 424
49.

Understanding the Social Security Family Maximum

Social Security Bulletin. 75(3): 1-13, 2015
Number of pages: 13 Posted: 07 Aug 2015
Accepted Paper Series
Government of the United States of America, Social Security Administration, Office of Retirement Policy and U.S. Social Security Administration
Downloads 422
50.

Work and Retirement Patterns for the G.I. Generation, Silent Generation, and Early Boomers: Thirty Years of Change

Boston College Center for Retirement Research Working Paper No. 2010-8
Number of pages: 60 Posted: 07 Jul 2010
Working Paper Series
Urban Institute - Income and Benefits Policy Center, The Urban Institute and University of Wisconsin - Madison - Department of Economics
Downloads 419