Retirement
- Target-Date Funds, Glidepaths, and Risk AversionJavier EstradaThe Journal of Wealth Management October 2020, 23 (3) 50-60; DOI: https://doi.org/10.3905/jwm.2020.1.118
- Class Matters: Analyzing Mutual Fund Class Structure and ExpensesJonathan Handy, Jessica Hennessey and Tom SmytheThe Journal of Wealth Management October 2020, 23 (3) 85-97; DOI: https://doi.org/10.3905/jwm.2020.1.114
- Medicare and Tax Planning for Higher-Income HouseholdsWilliam Reichenstein and William MeyerThe Journal of Wealth Management October 2019, 22 (3) 28-40; DOI: https://doi.org/10.3905/jwm.2019.1.087
- Diversification Benefits, Where Art Thou?Sam Pittman, Amneet Singh and Sangeetha SrinivasanThe Journal of Wealth Management October 2019, 22 (3) 70-84; DOI: https://doi.org/10.3905/jwm.2019.1.081
- Using “Equivalent Tax Rates” to Determine Tax-Efficient Retirement Investment and WithdrawalTom Arnold, John H. Earl, Cassandra D. Marshall and Adam SchwartzThe Journal of Wealth Management July 2018, jwm.2018.1.063; DOI: https://doi.org/10.3905/jwm.2018.1.063
- Bond Tents: Reshaping the Equity Glide Slope at the End of Wealth AccumulationSteve P. Fraser and Brian C. PayneThe Journal of Wealth Management July 2018, 21 (2) 27-38; DOI: https://doi.org/10.3905/jwm.2018.21.2.027
- The Impact of the 2008 Financial Crisis on Withdrawals of Retirement WealthBala Arshanapalli, William Nelson and Micah PollakThe Journal of Wealth Management January 2015, 17 (4) 57-66; DOI: https://doi.org/10.3905/jwm.2015.17.4.057
- The Economics of Using a Charitable Remainder Trust to Fund a Retirement PortfolioJohn C. YeomanThe Journal of Wealth Management April 2014, 17 (1) 40-50; DOI: https://doi.org/10.3905/jwm.2014.17.1.040
- Low Bond Yields and Safe Portfolio Withdrawal RatesDavid M. Blanchett, Michael Finke and Wade D. PfauThe Journal of Wealth Management July 2014, 16 (2) 55-62; DOI: https://doi.org/10.3905/jwm.2013.16.2.055
- Using an Economic Balance Sheet for Financial PlanningAndrew Rudd and Laurence B. SiegelThe Journal of Wealth Management July 2014, 16 (2) 15-23; DOI: https://doi.org/10.3905/jwm.2013.16.2.015
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