Search Results
Retirement Planning eJournal

Sponsored by:    CFP Logo
163,083 Total downloads | Link to this page | Subscribe to this eJournal (requires login)

Viewing: 1 - 50 of 1,190 papers

1.

When and for Whom are Roth Conversions Most Beneficial? A New Set of Guidelines, Cautions and Caveats

Number of pages: 42 Posted: 08 Jun 2021
Working Paper Series
Santa Clara University - Leavey School of Business
Downloads 6,296
2.

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
Downloads 6,272
3.

Different Choices Maximize the RRSP Net Benefit

Number of pages: 30 Posted: 22 Sep 2018 Last Revised: 27 May 2021
Working Paper Series
Independent
Downloads 5,657
4.

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 3,246
5.

A Model Approach to Selecting a Personalized Retirement Income Strategy

Number of pages: 31 Posted: 24 Mar 2021
Working Paper Series
Retirement Researcher and The American College for Financial Services
Downloads 2,456
6.

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 2,263
7.

The Return Expectations of Public Pension Funds

Stanford University Graduate School of Business Research Paper No. 18-5, 9th Miami Behavioral Finance Conference 2018
Number of pages: 99 Posted: 06 Nov 2019 Last Revised: 02 Oct 2021
Working Paper Series
University of Amsterdam and Stanford Graduate School of Business

Multiple version iconThere are 2 versions of this paper

Downloads 2,043
8.

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 1,970
9.

Child Poverty and Inequality: New Perspectives

Number of pages: 299 Posted: 17 Apr 2012 Last Revised: 24 Apr 2012
Working Paper Series
Initiative for Policy Dialogue, United Nations - United Nations Children's Fund (UNICEF) and United Nations - United Nations Children's Fund (UNICEF)
Downloads 1,958
10.

The Sustainability of (Global) Withdrawal Strategies

IESE Business School Working Paper
Number of pages: 18 Posted: 26 Feb 2021
Working Paper Series
IESE Business School
Downloads 1,794
11.

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 1,718
12.

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 1,684
13.

Choosing Investment Managers

Swiss Finance Institute Research Paper No. 20-63
Number of pages: 65 Posted: 16 Sep 2020 Last Revised: 27 Apr 2021
Working Paper Series
University of Lausanne, Arizona State University (ASU) - Finance Department and Purdue University - Krannert School of Management
Downloads 1,544
14.

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 1,515
15.

Investing for Retirement Income: A Comparison of Asset Allocations and Spending Strategies

Number of pages: 38 Posted: 06 Jul 2021
Working Paper Series
Dimensional Fund Advisors
Downloads 1,497
16.

Guaranteed Income: A License to Spend

Number of pages: 19 Posted: 13 Jul 2021
Working Paper Series
QMA and The American College
Downloads 1,490
17.

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 1,413
18.

Retirement Income Beliefs and Financial Advice Seeking Behaviors

Number of pages: 33 Posted: 24 Mar 2021
Working Paper Series
Retirement Researcher and The American College for Financial Services
Downloads 1,338
19.

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 1,212
20.

Required Retirement Savings Rates Today

Number of pages: 22 Posted: 18 Oct 2016
Working Paper Series
QMA, The American College and The American College for Financial Services
Downloads 1,187
21.

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 1,157
22.

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 1,120
23.

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 1,090
24.

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 1,031
25.

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 955
26.

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 938
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 930
28.

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 897
29.

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 895
30.

Sequence Risk: Is It Really a Big Deal?

Number of pages: 28 Posted: 22 Oct 2020
Working Paper Series
IESE Business School
Downloads 885
31.

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 868
32.

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 822
33.

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 802
34.

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 798
35.

Mutual Fund Revenue Sharing in 401(k) Plans

Vanderbilt Owen Graduate School of Management Research Paper
Number of pages: 59 Posted: 31 Dec 2020 Last Revised: 11 Aug 2021
Working Paper Series
Vanderbilt University - Finance, University of Texas at Austin - McCombs School of Business and Board of Governors of the Federal Reserve System
Downloads 794
37.

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 Renmin University of ChinaRenmin University of China

Multiple version iconThere are 2 versions of this paper

Downloads 691
38.

Chaos and Retirement Income

Retirement Management Journal, Vol. 8, No. 1, 2019, pp. 17-30
Number of pages: 16 Posted: 31 Jan 2020
Accepted Paper Series
The Sandidge Group LLC
Downloads 673
39.

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 664
40.

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 648
41.

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 643
42.

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 629
43.

A Practical Approach to Retirement Planning

FMI Journal, Vol. 15, No. 3, pp. 26-30, Spring/Summer 2004
Number of pages: 5 Posted: 18 Nov 2004
Accepted Paper Series
University of Prince Edward Island - Business
Downloads 622
44.

El Financiamiento Bifurcado De La Protección Social Y De Salud En Brasil (Bifurcated Financing of Social Protection and Health in Brazil)

Comisión Económica para América Latina y el Caribe (CEPAL) in Cohesión social en América Latina y el Caribe: una revisión perentoria de algunas de sus dimensiones, 2007
Number of pages: 246 Posted: 28 Mar 2015
Accepted Paper Series
Getulio Vargas Foundation (FGV) - Brazilian Institute of Economics
Downloads 607
45.

ETF Heartbeat Trades, Tax Efficiencies, and Clienteles: The Role of Taxes in the Flow Migration from Active Mutual Funds to ETFs

Number of pages: 79 Posted: 11 Dec 2020 Last Revised: 13 May 2021
Working Paper Series
Villanova University - Department of Finance, Lehigh University - College of Business and Villanova University - Department of Finance
Downloads 607
46.

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 578
47.

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 570
48.

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 568
49.

Regulatory Controversies of Private Pension Funds

Number of pages: 37 Posted: 20 Apr 2016
Working Paper Series
World Bank - Financial Sector Development
Downloads 565
50.

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 533