Publications
Publications
Latest Articles
Book Review: How to Retire
Christine Benz's How to Retire covers both the financial and personal dimensions of retirement planning, drawing on expert insights across ...
Opportunities for and Obstacles to a Successful Retirement
Two members of the Retirement Management Journal editorial advisory board, Nevin Adams and Betty Meredith, sit down for a roundtable ...
U.S. Asset Class Returns Based on Time Horizons, Size, and Style
This article updates a 2018 analysis of U.S. asset class returns through 2023, adding six years of data to the original 1928 to 2017 ...
Protecting Social Security
This paper examines the case against raising Social Security's full retirement age, a change that would reduce benefits for more than 80 ...
The 4-Percent Rule Was Never Failproof
This paper takes a critical look at William Bengen’s 4-percent withdrawal rule, highlighting flaws in historical data and exploring when ...
Protected Modern Tontines
Interest in tontines as a longevity risk pooling strategy is growing, and this paper introduces a new variation worth understanding.
Visionaries Series Interview: Anna Rappaport, FSA, MAAA
Robert Powell and Stacy Schaus speak with Anna Rappaport about what holistic retirement planning actually requires in practice.
Visionaries Series Interview: Zvi Bodie, PhD
The latest Retirement Management Journal features conversations with Zvi Bodie and Anna Rappaport, plus insights on income generation, risk ...
Retirement Management Journal
The latest Retirement Management Journal features conversations with Zvi Bodie and Anna Rappaport, plus insights on income generation, risk ...
Apocalypse? Or Renaissance? AI and the Advisor
Investments & Wealth Review examines how AI is changing advisor workflows, portfolio construction, and firm strategy in wealth ...
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