Enhancing Retirement Success Rates in the United States

Leveraging Reverse Mortgages, Delaying Social Security, and Exploring Continuous Work

Authors: Chien, Chia-Li

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  • Addresses 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?
  • Includes case studies applying research to real-world financial planning cases
  • Closely examines retirement statistics from multiple government surveys
  • Calculates the effects of specific strategies on retirement sustainability
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イーブック ¥5,615
価格の適用国: Japan (日本円価格は個人のお客様のみ有効) (小計)
  • ISBN 978-3-030-33620-2
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ハードカバー ¥7,019
価格の適用国: Japan (日本円価格は個人のお客様のみ有効) (小計)
  • ISBN 978-3-030-33619-6
  • 個人のお客様には、世界中どこでも配送料無料でお届けします。
  • Usually dispatched within 3 to 5 business days.
この書籍について

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.

著者について

Chia-Li Chien, Ph.D., CFP®, PMP®, is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University and a Succession Program Director at the Value Growth Institute. She authored two award-winning books, Show Me the Money (2010) and Work Toward Rewards (2012). She frequently speaks at local and national conferences. She hosts succession blog at valuegrowthinstitute.com, leads pro bono projects, and serves on the boards of various national financial service associations.

Table of contents (7 chapters)

Table of contents (7 chapters)

書籍の購入

イーブック ¥5,615
価格の適用国: Japan (日本円価格は個人のお客様のみ有効) (小計)
  • ISBN 978-3-030-33620-2
  • ウォーターマーク付、 DRMフリー
  • ファイル形式: EPUB, PDF
  • どの電子書籍リーダーからでもすぐにお読みいただけます。
  • ご購入後、すぐにダウンロードしていただけます。
ハードカバー ¥7,019
価格の適用国: Japan (日本円価格は個人のお客様のみ有効) (小計)
  • ISBN 978-3-030-33619-6
  • 個人のお客様には、世界中どこでも配送料無料でお届けします。
  • Usually dispatched within 3 to 5 business days.
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書誌情報

Bibliographic Information
Book Title
Enhancing Retirement Success Rates in the United States
Book Subtitle
Leveraging Reverse Mortgages, Delaying Social Security, and Exploring Continuous Work
Authors
Copyright
2019
Publisher
Palgrave Pivot
Copyright Holder
The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerland AG
イーブック ISBN
978-3-030-33620-2
DOI
10.1007/978-3-030-33620-2
ハードカバー ISBN
978-3-030-33619-6
Edition Number
1
Number of Pages
XXVI, 113
Number of Illustrations
4 b/w illustrations, 10 illustrations in colour
Topics