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Use the Funded Status Metric and a 'Surplus Bucket' to Increase Spending in Retirement
Ken Steiner, FSA Retired 
Apr. 27, 2025 "The purpose of this post is to provide assistance to readers who aren’t necessarily interested in buying more life annuities than they need to cover their essential expenses, but would like to maximize their spending to the extent possible without leaving an unintended large estate when they pass (assuming their demise does not occur earlier than expected)." MORE >> |
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