Resource Materials

The Retirement Income Challenge Whitepaper, Michael Finke, Ph.D., CFP® and Wade D. Pfau, Ph.D., CFA, White Paper, August, 2016

Investing Your Lump Sum at Retirement, by David F. Babbel (professor at The Wharton School, University of Pennsylvania) and Craig B. Merrill (professor at The Marriott School of Management, Brigham Young University) both are Fellows of the Wharton Financial Institutions Center. August 14, 2007

Low Bond Yield and Safe Portfolio Withdrawal Rates, by David Blanchett, CFA, CFP, MorningStar Investment Management, Michael Finke, Phd, CFP, Professor of the Department of Financial Planning at Texas Tech University and Wade D. Pfau, CFA and Professor of Retirement Income at the American College. January 21, 2013

Say Goodbye to the 4% Rule, by Kelly Greene, Staff Reporter, Wall Street. March 1, 2013

The Crisis in Retirement Planning, by Robert C. Merton, Harvard Business Review. June 30, 2014

Optimizing Retirement Income by Combining Actuarial Science and Investments, Dr. Wade D. Pfau, Ph.D., CFA, White Paper, May 5, 2015

Managing long-term care spending risks in retirement, Wade D. Pfau, Ph.D., CFA and Michael Finke, Ph.D., CFP®, White Paper, December, 2016