Retirement
- 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
- The Role of Long-Maturity TIPS in Retirement PortfoliosSteve Sapra and Niels PedersenThe Journal of Retirement April 2017, 4 (4) 95-106; DOI: https://doi.org/10.3905/jor.2017.4.4.095
- To Roll or Not to Roll: A Framework for Assessing the Benefit of IRA RolloversDavid M. Blanchett and Paul D. KaplanThe Journal of Retirement April 2017, 4 (4) 84-94; DOI: https://doi.org/10.3905/jor.2017.4.4.084
- Improving the Defined-Contribution System: The U.S. Can Learn from Other Countries’ Approaches to Helping Retirees Convert Their Savings into Lifetime IncomeAron SzapiroThe Journal of Retirement April 2017, 4 (4) 40-52; DOI: https://doi.org/10.3905/jor.2017.4.4.040
- Health State and the Savings Required for a Sustainable RetirementW.V. Harlow and Keith C. BrownThe Journal of Retirement April 2017, 4 (4) 25-38; DOI: https://doi.org/10.3905/jor.2017.4.4.025
- White Label Funds: A No-Nonsense Design HandbookRod Bare, Jay Kloepfer, Lori Lucas and James VenerusoThe Journal of Retirement April 2017, 4 (4) 107-120; DOI: https://doi.org/10.3905/jor.2017.4.4.107
- The Only Saving Rate Article You Will Ever Need—Using Just a Handheld Financial Calculator!Laurence B. Siegel and M. Barton WaringThe Journal of Investing February 2017, 26 (1) 57-69; DOI: https://doi.org/10.3905/joi.2017.26.1.057
- Defined Contribution Retirement Plans Should Look
and Feel More Like Defined Benefit PlansAntti Ilmanen, David G. Kabiller, Laurence B. Siegel and Rodney N. SullivanThe Journal of Portfolio Management January 2017, 43 (2) 61-76; DOI: https://doi.org/10.3905/jpm.2017.43.2.061 - The Trimmed Bootstrap: An Empirical Simulation Technique for Pension Finance ResearchersBrett Doran and Graham BornholtThe Journal of Retirement January 2017, 4 (3) 77-95; DOI: https://doi.org/10.3905/jor.2017.4.3.077
- Refining the Failure RateJavier EstradaThe Journal of Retirement January 2017, 4 (3) 63-76; DOI: https://doi.org/10.3905/jor.2017.4.3.063
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