Thanks so much for attending my presentations for the NAPFA DC Study Group December luncheon!
Further Reading Materials:
- Congress Is Killing The File-And-Suspend And Restricted Application Social Security Strategies
- Navigating The Effective Date Deadlines For The New File-And-Suspend And Restricted Application Rules
- How Delaying Social Security Can Trump Long-Term Portfolio Returns Or Lifetime Annuity
- The Impact Of Early Retirement On Projected Social Security Benefits
- How Continuing To Work, Even In Retirement, Can Increase Social Security Benefits
- How Portfolio Rebalancing Usually Reduces Long-Term Returns (But Is Good Risk Management Anyway)
- Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands
- Managing Sequence Of Return Risk With Bucket Strategies Vs A Total Return Rebalancing Approach
- Is Passive Rebalancing A Form Of Active Management?
- Volume 2 2015 - An In-Depth Look At Rebalancing Strategies