Retirement
- Adding Longevity through Tax-Efficient
Withdrawal StrategiesWilliam Meyer and William ReichensteinThe Journal of Wealth Management April 2013, 16 (1) 57-64; DOI: https://doi.org/10.3905/jwm.2013.16.1.057 - Life Cycle Investing: From Target-Date
to Goal-Based InvestingRonald Janssen, Bert Kramer and Guus BoenderThe Journal of Wealth Management April 2013, 16 (1) 23-32; DOI: https://doi.org/10.3905/jwm.2013.16.1.023 - Dynamic Portfolio Decisions with Time-Varying
Asset Returns and Labor IncomeWilli SemmlerThe Journal of Wealth Management October 2012, 15 (3) 50-62; DOI: https://doi.org/10.3905/jwm.2012.15.3.050 - Systematic Withdrawal Strategies for RetireesDavid Laster, Anil Suri and Nevenka VrdoljakThe Journal of Wealth Management October 2012, 15 (3) 36-49; DOI: https://doi.org/10.3905/jwm.2012.15.3.036
- From Failure to Success: Replacing the Failure RateJavier EstradaThe Journal of Wealth Management January 2018, 20 (4) 9-21; DOI: https://doi.org/10.3905/jwm.2018.20.4.009
- Excel Calculators for Determining Retirement Accumulation and Disbursement InformationTom Arnold, John H. Earl, Cassandra D. Marshall and Adam SchwartzThe Journal of Wealth Management July 2017, 20 (2) 94-101; DOI: https://doi.org/10.3905/jwm.2017.20.2.094
- The Impact of Net Unrealized Appreciation Election and Company-Owned Stock in a Tax-Exempt StructureSteven AlbrechtThe Journal of Wealth Management July 2017, 20 (2) 16-22; DOI: https://doi.org/10.3905/jwm.2017.20.2.016
- Risk Capacity over the Life Cycle: The Role of Human Capital, High Priority Goals, and Discretionary WealthNicola ZanellaThe Journal of Wealth Management October 2015, 18 (3) 27-36; DOI: https://doi.org/10.3905/jwm.2015.18.3.027
- Asset Allocation Options for Wealth AccumulationBala Arshanapalli and William NelsonThe Journal of Wealth Management January 2012, 14 (4) 22-27; DOI: https://doi.org/10.3905/jwm.2012.14.4.022
- Are Lifecycle Funds Getting a Bum Rap? A Comprehensive Comparison of Lifecycle versus Lifestyle Retirement Strategies from Accumulation through WithdrawalQianqiu Liu, Rosita P. Chang, Jack C. De Jong and John H. RobinsonThe Journal of Wealth Management July 2011, 14 (2) 68-84; DOI: https://doi.org/10.3905/jwm.2011.14.2.068
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