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It's That Time of Year: Retired Households Should Perform Their Actuarial Valuations
Ken Steiner, FSA Retired
Jan. 8, 2024 "A household actuarial valuation involves calculating and comparing present values of household assets and household spending liabilities for the purpose of determining the household's Funded Status. To do this, [the authors] suggest you follow the easy 5-step valuation process outlined [in this post, using the] Actuarial Financial Planner (AFP) models." |
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