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Thoughts on the Future of Retirement Income Products
Wed, Dec 16, 2009
This fly-fisherman, financial advisor and former insurance company executive surveys the retirement income product landscape from his lake house in central Maine.
Joseph A. Tomlinson, CFP
The Search for a Safe Withdrawal Rate
Wed, Feb 10, 2010
In this article, I highlight work by Michael Kitces, who looks at stock market valuation levels as guides to setting retirement withdrawal strategies.
Turning Home Equity into Lifetime Income
Tue, Apr 06, 2010
A financial planner compares and contrasts three ways to create monthly income for life from a typical reverse mortgage.
Short Life Expectancy for U.K.’s Annuity ‘Mandate’
Wed, Jun 02, 2010
Britain’s new ‘Lib-Con’ coalition aims to stop forcing retirees to annuitize their savings. It could be a step toward U.S./U.K. policy convergence.
The 4% Withdrawal Rule—Maybe Planners Have Been Wrong
Tue, Jul 06, 2010
The complexity of the typical retiree's cash flows makes it nearly impossible for a planner to apply a simple rule of thumb like the 4% strategy, even if he or she wanted to.
Maine Squeeze
Mon, Sep 27, 2010
By merging its pension plan with Social Security, Maine could offer its public employees a more equitable deal. But can the state’s budget handle the potentially higher costs?
Unmet Expectations
Tue, Dec 21, 2010
Here’s one observer's somewhat disappointed reaction to the special section on Retirement Income Planning in the December 2010 issue of the Journal of Financial Planning.
