Wade Pfau
Founder of https://t.co/vd8YIGB1gl & https://t.co/oy0DmbshGe, Author of Retirement Planning Guidebook, Professor at The American College, Host of Retire with Style
Articles
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4 weeks ago |
aaii.com | Michael Kitces |Wade Pfau
For the past 20 years—due to the growing research on safe withdrawal rates, the adoption of Monte Carlo analysis (a method of considering many simulations), and just a difficult period of market returns—there has been an increasing awareness of the importance and impact of market volatility on a retiree’s portfolio.
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Sep 10, 2024 |
bottomlineinc.com | Wade Pfau |Robert Michelin
Reverse mortgages don’t deserve their less-than-savory reputation. These days, reverse mortgages are heavily regulated by the US Department of Housing and Urban Development (HUD) and highly commoditized so the risk of outright malfeasance is slim—especially with Home Equity Conversion Mortgages (HECMs), the type that dominates the market.
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Jul 15, 2024 |
due.com | JL Collins |Wade Pfau |Dan Buettner |David Brooks |John Rampton
Many people are intimidated by retirement planning. Like all major life transitions, there is always an element of uncertainty, even when you make plans. You can, however, gain valuable insight from reading books about retirement. After all, as the saying goes, “failing to plan is planning to fail.” With that said, here are 15 books that cover different aspects of retirement, from financial planning to finding happiness.
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Jun 11, 2024 |
due.com | Wade Pfau |Ernie J. Zelinski |Danielle Roberts |Arthur Brooks |John Rampton
When you think of retirement, what comes to mind? Are you looking forward to a time of freedom, relaxation, and pursuing your passions? Regardless of what springs to mind, some planning must be done before you chillax on the beach. At the very least, this can be about your future income streams, healthcare, and how you’re going to spend your newfound free time. Lucky for you, there’s a wealth of knowledge at your fingertips in the form of books.
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Feb 12, 2024 |
advisorperspectives.com | Wade Pfau |Joe Elsasser |Steven Jarvis
Research has demonstrated that intentional decisions about which accounts to withdraw from at which points in retirement can add significant financial value. The prior two articles in this series (here and here) examined an upper-middle and higher-income couple throughout retirement to demonstrate value that the effective marginal rate (EMR) framework developed by Covisum offers. Both articles presented case studies that made several assumptions that could be challenged by practitioners.
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RT @LeonardJordanA: Dr. @WadePfau’s Retirement Planning Guidebook is a personal favorite and must read in order to master personal finance!…
Make sure you understand your Medicare's Aunt IRMAA can impact your taxes in retirement by reading Chapter 10 of the Retirement Planning Guidebook (Available at: https://t.co/mUSRwDq0hb). https://t.co/zMMXKIScU7