The New Retirement: Staying on Course in Uncharted Waters

Opiela, Nancy
April 2001
Journal of Financial Planning;Apr2001, Vol. 14 Issue 4, p72
Academic Journal
Suggests strategies in retirement planning. Retirement projections; Asset allocation in retirement; Disadvantages of tax-deferred plans; Information on Roth IRA.


Related Articles

  • Filling the Void. Schulaka, Carly // Journal of Financial Planning;Oct2014, Vol. 27 Issue 10, p11 

    The article discusses about certified financial planner (CFP) William P. Bengen helping his clients with finances reserved for retirement. Topics included are his work on 4 % rule of retirement savings which got published in the article "Determining Withdrawal Rates Using Historical Data," and...

  • San Mateo to Review Manager Lineup. Forde, Arnella J. // Investment Management Weekly;10/13/2003, Vol. 16 Issue 40, p3 

    Reports on the launch of a soup-to-nuts review of the manager lineup of the San Mateo County Employees Retirement Association in California as of October 2003. Manager lineup of the plan; Refusal of San Mateo CEO Sid McCausland to speculate on the potential changes after the end of the study;...

  • Command Performance. Chalk, Steff C. // Plan Adviser;Nov2012, p110 

    The article discusses the steps that retirement plan advisers should take to stay in the business for a longer term. According to the author, the decisions of retirement plan advisers should have an impact on a client's asset allocation. He states that during times of economic uncertainty,...

  • Retirement planning guidelines: a Delphi study of financial planners and educators. Greninger, Sue Alexander // Financial Services Review;Fall2000, Vol. 9 Issue 3, p231 

    Retirement planning guidelines were determined using a Delphi research design among 188 financial planners and educators. Consensus was found for using a 4% inflation rate, an 8.5% rate of return on investments, and a replacement ratio of 70-89% of current income when making retirement...

  • Maryland Winds Down A/A Study. Lewis, Jakema // Investment Management Weekly;11/1/2004, Vol. 17 Issue 43, p3 

    Reports on the potential money manager and or allocation changes for the Maryland State Retirement Pension System following results of an asset allocation study in 2004. Presentation of the results of the study before the board at a meeting in November 2004; Increase in the private equity...

  • PIEtech Launches 'myMoneyGuide' Advice Solution.  // Plan Sponsor News;2014, p13 

    The article focuses on PIEtech Inc. launching its financial advise solution called myMoneyGuide with investor information and support. Topics covered include the 90-minute advise session for building a personalized retirement plan through a feature called "The Lab" with a certified financial...

  • The asset allocation decision in retirement: lessons from dollar-cost averaging. Vora, Premal P.; McGinnis, John D. // Financial Services Review;Spring2000, Vol. 9 Issue 1, p48 

    Discusses the benefits for retirees of consuming periodically from stocks than from bonds over the seven decades of United States financial markets from 1926 to 1995. Impact of inflation on consumption; Analysis of the likelihood of states in which consumption is high or low due to extreme...

  • Making the Transition. Libbe, Katie // Advisor Today;Sep/Oct2012, Vol. 107 Issue 5, p14 

    The article focuses on several ways in which financial professionals can use in assessing client's transition strategy. It mentions the significance of having an honest conversation with client regarding projection for his accumulated savings. It says that client's asset allocation should be...

  • Marin County ERA To Review in 2000. Philley, Alicia // Investment Management Weekly;12/06/99, Vol. 12 Issue 46, p2 

    Reports on the plans of the Marin County Employees' Retirement Association of San Rafael, California to meet its consultants to review its annual asset allocation study in January 2000.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics