Moreover, for most employees, the traditional sources of income are regarded as the basis of a secure retirement. However, spending the income from the portfolio might mean that retirees are spending too much or too little (overspending or underspending scenarios). This chapter views the four ...
We offer two types of RRIFs to help you plan for your retirement. A self-directed RRIF allows you to invest in the same range of qualified investments as self-directed RRSP. Managed RRIFs lets us take care of the investing for you. ...
Making Retirement Income Last a Lifetime. Explores several ways to make the portfolio liquidation process sustainable until the end of a retiree's life. Kinds of asset portfolios of retirees; Metho... Ameriks,John,Veres,... - 《Journal of Financial Planning》 被引量: 128发表: 2001年 ...
subportfolio contractsretirement income portfoliosrisk managementasset priceslongevity protectionStatic ExampleThe View from the Capital Markets LineRisk Management and Expected ReturnsSimple Rules: For Passive and Active Risk ManagementAn Inelegant but Simple PlanHigh-Water Mark FlooringThe CushionRisk Rules:...
average price target of the 34 analysts following theconsumer discretionary stocktracked by S&P Global Market Intelligence is $545.16, or roughly 6% above current levels. In other words, DPZ is one of the best retirement stocks for investors looking for consistent income from their equity port...
A retirement income fund (RIF) is an investment product available to anyone as a conservative means of saving for retirement. A RIF is generally amutual fundthat is welldiversifiedin large and mid-cap stocks and bonds. A RIF balances its portfolio to allow for moderate gains using a conservat...
The latest Morningstar analysis shows that the current outlook for those about to retire isn’t great. These are valuable exercises, but a retirement plan with a 10% chance of failure looks a lot better in a spreadsheet than it sounds in real life. The problem is that i...
As you near retirement, increasing your interest-bearing investments may help your portfolio weather market fluctuations; however, these investments are subject to credit and other risks. Lifetime: Social Security and pensions. Social Security benefits are the primary source of lifetime income for ...
The latest Morningstar analysis shows that the current outlook for those about to retire isn’t great. These are valuable exercises, but a retirement plan with a 10% chance of failure looks a lot better in a spreadsheet than it sounds in real life. The problem is...
The latest Morningstar analysis shows that the current outlook for those about to retire isn’t great. These are valuable exercises, but a retirement plan with a 10% chance of failure looks a lot better in a spreadsheet than it sounds in real life. The problem is that...