Alan Stocker

Independent

SCHOLARLY PAPERS

12

DOWNLOADS

1,228

TOTAL CITATIONS

2

Scholarly Papers (12)

1.

Using Inflation Linked Bond Ladders to Increase Retirement Portfolio Survivability

Number of pages: 12 Posted: 21 Nov 2022
Alan Stocker
Independent
Downloads 225 (293,890)

Abstract:

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bond ladder, retirement income, safe withdrawal, risk portfolio

2.

Using Lifetime Annuities to Increase Retirement Portfolio Survivability

Number of pages: 25 Posted: 28 Feb 2023
Alan Stocker
Independent
Downloads 207 (318,225)

Abstract:

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retirement income, annuities, portfolio

3.

A 'Semi-Historical' Time Series of UK Annuity Rates for Retirement Income Backtesting

Number of pages: 25 Posted: 11 Oct 2022
Alan Stocker
Independent
Downloads 207 (318,225)

Abstract:

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Historical annuities, annuity rates, UK annuities, backtesting annuities, retirement income

4.

Total Returns for UK Gilt Sectors of Different Maturities from 1870 Onwards

Number of pages: 25 Posted: 28 Mar 2024
Alan Stocker
Independent
Downloads 96 (595,513)
Citation 1

Abstract:

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gilt returns, gilt yields, gilt duration, gilt sectors

5.

Supporting Retirement Expenditure Using a Combination of State Pension, Investment Portfolio, Bond Ladders, and Annuities

Number of pages: 25 Posted: 11 Dec 2022 Last Revised: 12 Sep 2023
Alan Stocker
Independent
Downloads 95 (599,448)

Abstract:

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safe withdrawal rates, retirement expenditure, annuities, bond ladders

6.
Downloads 88 (628,885)

Abstract:

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longevity insurance, annuities, bond ladders, retirement income, floor and upside, safety first

7.
Downloads 76 (685,583)

Abstract:

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pension, defined benefit, defined contribution, accumulation, accrual

8.
Downloads 67 (734,987)
Citation 1

Abstract:

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safe withdrawal rates, defined benefit pension, retirement income, portfolio withdrawals

9.

A Comparison of the Historical Performance of Rolling Bond Ladders and Bond Index Funds

Number of pages: 16 Posted: 05 Mar 2025
Alan Stocker
Independent
Downloads 59 (792,092)

Abstract:

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bond ladder, bond fund

10.

The Effect of the Maturity of Gilts on 'Safe' Withdrawal Rates in Retirement

Number of pages: 12 Posted: 24 Apr 2024
Alan Stocker
Independent
Downloads 49 (859,383)

Abstract:

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safe withdrawal rates, bonds, gilts, bond maturity, retirement finance

11.

The Effect of Bond Maturity on Percentage of Portfolio Withdrawals

Number of pages: 13 Posted: 03 Jun 2024
Alan Stocker
Independent
Downloads 36 (988,971)

Abstract:

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bond maturities, retirement, withdrawals, fixed income, percentage of portfolio, best maturity

12.
Downloads 23 (1,126,133)

Abstract:

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bonds, index fund, total returns, prices, yield curves