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Optimizing Retirement Income by Integrating Retirement Plans, IRAs and Home Equity (PDF)
Society of Actuaries 
Dec. 26, 2017 146 pages. "The authors recommend a portfolio approach for retirement income strategies that integrates Social Security claiming decisions, investing and deploying retirement savings, and utilizing home equity if necessary....The authors also identified one straightforward strategy that can be reasonably implemented in virtually any IRA or 401(k) plan without purchasing an annuity." MORE >> |
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