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Full Description
This book and the underlying research address the questions: "How successful are U.S. retirees at sustaining assets from retirement to death?" and "What retirement strategies will enhance their ability to live a successful retirement?" Taking a hard look at real-world retirement statistics from multiple government surveys to answer those questions, it calculates the effects of specific strategies on retirement sustainability. It also discusses the background to prior retirement planning research and describes the three research groups used: 1) determining the success rates of the base population considering only social capital annual income and distributions from portfolios of financial assets, 2) adding the strategy of home equity conversion mortgages, and 3) increasing annual income through delayed social security benefit claiming and continuing work after retirement. The book then examines and compares the results for each to determine whose retirement will be most enhanced by the strategies. Lastly, it presents case studies applying research to real-world financial planning cases.
Contents
Chapter 1: Introduction to the Research Study.- Chapter 2: Prior Research Review and Overview of Enhanced Retirement Strategies.- Chapter 3: Research Methodology.- Chapter 4: Results: Establishing a Base.- Chapter 5: Effect of Adding HECM to the Base.- Chapter 6: Effect of Delaying Claiming Social Security Benefits and Continuing to Work.- Chapter 7: How to Use this Research.
