Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity

December 2017 

The Society of Actuaries’ Committee on Post Retirement Needs and Risks and the Retirement Section are pleased to make available a report providing a framework of analyses and methods that various stakeholders can use to compare and assess strategies for developing lifetime retirement income. Within the framework, the authors describe a portfolio approach that integrates Social Security, investing, retirement savings, and home equity. The report was authored by Steve Vernon, Wade Pfau, and Joe Tomlinson.

Report

Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity

Optimizing Retirement Income Fast Facts

Thank You

The SOA’s Committee on Post Retirement Needs and Risks would like to thank the following members of the working group for their input:

Carol Bogosian
Todd Bryden
Melanie Christensen
Cindy Levering
Sandy Mackenzie
David Manuszak
Betty Meredith
Pete Neuwirth
Richard Pretty
Anna Rappaport
Ken Steiner
Jody Strakosch
Nathan Zahm
Andrew Peterson, SOA Staff Fellow
Steve Siegel, SOA Research Actuary
Barbara Scott, SOA Sr. Research Administrator

Questions or Comments

If you have any comments or questions, please send an email to research@soa.org.