PRACTICAL RETIREMENT EDUCATION
Articles & Insights
Clear educational articles organized by Social Security, Medicare, income, risk, taxes, care, and legacy.
Research SummaryRetirement Income Institute / Protected Income
Guaranteed Income: A License to Spend
Research by David Blanchett and Michael Finke examines why retirees with more guaranteed income may feel more comfortable spending than retirees holding the same wealth primarily in investments.
Research SummaryBlackRock and Bipartisan Policy Center
How to Optimize Retirement Income
A holistic retirement-income framework examining spending ability, spending certainty, longevity risk, guaranteed income, asset allocation, and delayed Social Security claiming.
Article SummaryBarron’s — Elizabeth O’Brien
Building a Retirement Paycheck That Lasts
A retirement-income article discussing essential expenses, Social Security, pensions, portfolio withdrawals, immediate and deferred income annuities, liquidity, longevity, and the transition from saving to spending.