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Financial services review : the journal of individual financial management
NBER working paper series
393
Working paper / National Bureau of Economic Research, Inc.
308
NBER Working Paper
307
Journal of pension economics and finance
163
Discussion paper series / IZA
137
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International social security review
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ZeS-Arbeitspapier / Zentrum für Sozialpolitik, Universität Bremen
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Economics letters
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ECONIS (ZBW)
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1
The pros and cons of remaining in a 401(k) plan after retirement
Mitchell, Olivia S.
;
Reilly, Catherine
;
Turner, John A.
- In:
Financial services review : the journal of individual …
31
(
2023
)
1
,
pp. 1-21
Persistent link: https://www.econbiz.de/10014502158
Saved in:
2
Retirement income beliefs and financial advice seeking behaviors
Murguia, Alejandro
;
Pfau, Wade D.
- In:
Financial services review : the journal of individual …
30
(
2022
)
1
,
pp. 1-29
Persistent link: https://www.econbiz.de/10014501200
Saved in:
3
Do as i tell you, not as i do : financial advisors and personal financial decision-making
Azamian, Negin
;
Beck, Kristine
;
Chiu, Hsin Hui
; …
- In:
Financial services review : the journal of individual …
30
(
2022
)
1
,
pp. 57-68
Persistent link: https://www.econbiz.de/10014501203
Saved in:
4
Your mileage may vary
Athavale, Manoj
;
Avila, Stephen M.
;
Goebel, Joseph M.
- In:
Financial services review : the journal of individual …
30
(
2022
)
2
,
pp. 125-143
Persistent link: https://www.econbiz.de/10014501211
Saved in:
5
Seeking tax alpha in retirement income
DiLellio, James A.
;
Simon, Andreas
- In:
Financial services review : the journal of individual …
30
(
2022
)
4
,
pp. 223-249
Persistent link: https://www.econbiz.de/10014501222
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6
The effects of health, family, and altruism on retirement savings
Starr, Brian T.
- In:
Financial services review : the journal of individual …
30
(
2022
)
4
,
pp. 251-271
Persistent link: https://www.econbiz.de/10014501223
Saved in:
7
Framing the annuity as bequest protection : an experimental test
Yan, Ying
;
James, Russell N.
- In:
Financial services review : the journal of individual …
29
(
2021
)
4
,
pp. 277-291
Persistent link: https://www.econbiz.de/10014501192
Saved in:
8
Financial literacy to prevent poor borrowing choices
Martin, Terrance
;
Sam, Janine K.
;
Gibson, Philip
- In:
Financial services review : the journal of individual …
29
(
2021
)
4
,
pp. 293-314
Persistent link: https://www.econbiz.de/10014501194
Saved in:
9
Improving collegiate financial literacy via financial education seminars
Handy, Jonathan
;
Pontari, Beth
;
Smythe, Thomas
; …
- In:
Financial services review : the journal of individual …
29
(
2021
)
4
,
pp. 315-341
Persistent link: https://www.econbiz.de/10014501195
Saved in:
10
Toward constructing tax efficient withdrawal strategies for retirees with traditional 401(k)/IRAs, Roth 401(k)/IRAs, and taxable accounts
DiLellio, James A.
;
Ostrov, Daniel
- In:
Financial services review : the journal of individual …
28
(
2020
)
2
,
pp. 67-95
Persistent link: https://www.econbiz.de/10012698126
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11
Selecting a social security age to balance consumption and risk
Cobb, Barry R.
;
Smith, Jeffrey S.
- In:
Financial services review : the journal of individual …
28
(
2020
)
3
,
pp. 201-221
Persistent link: https://www.econbiz.de/10012792711
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12
Develop a retirement plan and stick to it : it will improve both your attitude and behavior with money
Willows, Gizelle D.
- In:
Financial services review : the journal of individual …
28
(
2020
)
3
,
pp. 243-271
Persistent link: https://www.econbiz.de/10012792716
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13
The association between financial risk and retirement satisfaction
Pearson, Blain
;
Guillemette, Michael
- In:
Financial services review : the journal of individual …
28
(
2020
)
4
,
pp. 341-350
Persistent link: https://www.econbiz.de/10012792842
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14
The impact of the tax cut and jobs act on IRA choice for moderate income investors
Manuel, Timothy A.
;
Tangedahl, Lee
;
Swift, Kent
- In:
Financial services review : the journal of individual …
27
(
2018
)
4
,
pp. 345-365
Persistent link: https://www.econbiz.de/10012120170
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15
Age when first employed and retirement wealth of baby boomers
Kim, Hyungsoo
;
Shin, Serah
;
Zhang, Qun
;
Gillen, Martie
- In:
Financial services review : the journal of individual …
27
(
2018
)
1
,
pp. 29-45
Persistent link: https://www.econbiz.de/10011958158
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16
An examination of the Federal Employee Retirement System (FERS) survivor annuity benefit
Davis, Kevin
;
Fraser, Steve P.
;
Jennings, William W.
- In:
Financial services review : the journal of individual …
27
(
2018
)
2
,
pp. 133-146
Persistent link: https://www.econbiz.de/10011992555
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17
A framework for analyzing defined benefit pension insurance : the survivor benefit plan for veterans
Jennings, William W.
;
Merrell, Jeffrey C.
;
O’Malley, …
- In:
Financial services review : the journal of individual …
27
(
2018
)
2
,
pp. 147-172
Persistent link: https://www.econbiz.de/10011992579
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18
Life insurance as a retirement income tool
DeLibero, Russell
;
Pfau, Wade D.
- In:
Financial services review : the journal of individual …
26
(
2017
)
3
,
pp. 221-240
Persistent link: https://www.econbiz.de/10011881918
Saved in:
19
Does the source of money determine retirement investment choices?
Anthony, Andrea
;
Beck, Kristine
;
Chira, Inga
- In:
Financial services review : the journal of individual …
26
(
2017
)
3
,
pp. 241-254
Persistent link: https://www.econbiz.de/10011881929
Saved in:
20
Individual estimates of life expectancy and consumption patterns
Lawson, Derek R.
;
Heckman, Stuart J.
- In:
Financial services review : the journal of individual …
26
(
2017
)
1
,
pp. 1-18
Persistent link: https://www.econbiz.de/10011731532
Saved in:
21
The impact of age differences and race on the social security early retirement decision for married couples : an extension with gender role reversals
Docking, Diane Scott
;
Fortin, Richard D.
;
Michelson, …
- In:
Financial services review : the journal of individual …
26
(
2017
)
1
,
pp. 87-111
Persistent link: https://www.econbiz.de/10011731547
Saved in:
22
Retirement income strategies designed in an expected utility framework
Warshawsky, Mark J.
- In:
Financial services review : the journal of individual …
26
(
2017
)
2
,
pp. 113-141
Persistent link: https://www.econbiz.de/10011761464
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23
Exploring the demand for retirement planning advice : the role of financial literacy
Seay, Martin C.
;
Kim, Kyoungtae
;
Heckman, Stuart J.
- In:
Financial services review : the journal of individual …
25
(
2016
)
4
,
pp. 331-350
Persistent link: https://www.econbiz.de/10011688038
Saved in:
24
Procedure to determine the optimal Roth IRA versus deductible IRA allocation
Hull, Robert M.
;
Hull, John B.
- In:
Financial services review : the journal of individual …
25
(
2016
)
4
,
pp. 373-414
Persistent link: https://www.econbiz.de/10011688068
Saved in:
25
The evidence on target-date mutual funds
Singh, Sandeep
- In:
Financial services review : the journal of individual …
25
(
2016
)
3
,
pp. 235-262
Persistent link: https://www.econbiz.de/10011566959
Saved in:
26
How risky is your retirement income risk model?
Collins, Patrick J.
;
Lam, Huy
;
Stampfli, Josh
- In:
Financial services review : the journal of individual …
24
(
2015
)
3
,
pp. 193-216
Persistent link: https://www.econbiz.de/10011392047
Saved in:
27
Do financial networks matter in retirement investment decisions? : evidence from Generation Yers
Chung, Yunhyung
;
Park, Youngkyun
- In:
Financial services review : the journal of individual …
24
(
2015
)
1
,
pp. 77-99
Persistent link: https://www.econbiz.de/10011312146
Saved in:
28
Do US households perceive their retirement preparedness realistically?
Kim, Kyoungtae
;
Hanna, Sherman
- In:
Financial services review : the journal of individual …
24
(
2015
)
2
,
pp. 139-155
Persistent link: https://www.econbiz.de/10011312342
Saved in:
29
The perfect withdrawal amount : a methodology for creating retirement account distribution strategies
Suarez, E. Dante
;
Suarez, Antonio
;
Walz, Daniel T.
- In:
Financial services review : the journal of individual …
24
(
2015
)
4
,
pp. 331-357
Persistent link: https://www.econbiz.de/10011532495
Saved in:
30
A new strategy to guarantee retirement income using TIPS and longevity insurance : a second look
Haensly, Paul J.
;
Pai, K. Prakash
- In:
Financial services review : the journal of individual …
24
(
2015
)
4
,
pp. 359-386
Persistent link: https://www.econbiz.de/10011532555
Saved in:
31
A further examination of equity indexed annuities
Terry, Andy
;
Elder, Erick
- In:
Financial services review : the journal of individual …
24
(
2015
)
4
,
pp. 411-428
Persistent link: https://www.econbiz.de/10011532571
Saved in:
32
Saving for retirement while having more nights with peaceful sleep : comparison of lifecycle and lifestyle strategies from expected utility perspective
Chang, Rosita P.
;
Hunter, David L.
;
Liu, Qianqiu
;
Saar, …
- In:
Financial services review : the journal of individual …
23
(
2014
)
2
,
pp. 169-188
Persistent link: https://www.econbiz.de/10010407516
Saved in:
33
Strategies for mitigating the risk of outliving retirement wealth
Bajtelsmit, Vickie
;
Foster, LeAndra Ottem
;
Rappaport, …
- In:
Financial services review : the journal of individual …
22
(
2013
)
4
,
pp. 311-329
Persistent link: https://www.econbiz.de/10010351615
Saved in:
34
Accumulating and spending retirement assets : a behavioral finance explanation
Schooley, Diane K.
;
Worden, Debra D.
- In:
Financial services review : the journal of individual …
22
(
2013
)
2
,
pp. 173-186
Persistent link: https://www.econbiz.de/10010351618
Saved in:
35
Risk-sharing implications for Roth IRA conversions : fact and fiction
Horan, Stephen M.
;
Al Zaman, Ashraf
- In:
Financial services review : the journal of individual …
22
(
2013
)
2
,
pp. 93-113
Persistent link: https://www.econbiz.de/10010351627
Saved in:
36
The influence of positive psychological factors on small business owners' retirement planning activities
McCullough, Jill B.
- In:
Financial services review : the journal of individual …
21
(
2012
)
1
,
pp. 1-18
Persistent link: https://www.econbiz.de/10009692865
Saved in:
37
Insuring defined-benefit plan value : an examination of the survivor benefit plan (SBP) decision
Davis, Kevin
;
Fraser, Steve P.
- In:
Financial services review : the journal of individual …
21
(
2012
)
4
,
pp. 275-290
Persistent link: https://www.econbiz.de/10009717315
Saved in:
38
Optimal contribution strategy as a function of the optimal withdrawal decision making : case of dductible IRA versus Roth IRA
Shynkevich, Andrei
- In:
Financial services review : the journal of individual …
22
(
2013
)
1
,
pp. 51-75
Persistent link: https://www.econbiz.de/10010127512
Saved in:
39
Retirement withdrawals : preventive reductions and risk management
Mitchell, John B.
- In:
Financial services review : the journal of individual …
20
(
2011
)
1
,
pp. 45-59
Persistent link: https://www.econbiz.de/10009248004
Saved in:
40
Determining the "glide path" for target-date funds
Boscaljon, Brian
- In:
Financial services review : the journal of individual …
20
(
2011
)
2
,
pp. 113-128
Persistent link: https://www.econbiz.de/10009626221
Saved in:
41
Asset allocation, human capital, and the demand to hold life insurance in retirement
Collins, Patrick
;
Lam, Huy D.
- In:
Financial services review : the journal of individual …
20
(
2011
)
4
,
pp. 303-325
Persistent link: https://www.econbiz.de/10009704709
Saved in:
42
Sustainable retirement income for the socialite, the gardener, and the uninsured
Robinson, Chris M.
;
Tahani, Nabil
- In:
Financial services review : the journal of individual …
19
(
2010
)
3
,
pp. 187-202
Persistent link: https://www.econbiz.de/10008825507
Saved in:
43
The downside risk of postponing social security benefits
Friedman, Joseph
;
Phillips, Herbert E.
- In:
Financial services review : the journal of individual …
19
(
2010
)
4
,
pp. 285-294
Persistent link: https://www.econbiz.de/10009272780
Saved in:
44
Freedom at 55 or drudgery till 70?
Tahani, Nabil
;
Robinson, Chris M.
- In:
Financial services review : the journal of individual …
19
(
2010
)
4
,
pp. 275-284
Persistent link: https://www.econbiz.de/10009272781
Saved in:
45
A new strategy to guarantee retirement income using TIPS and longevity insurance
Shankar, S. Gowri
- In:
Financial services review : the journal of individual …
18
(
2009
)
1
,
pp. 53-68
Persistent link: https://www.econbiz.de/10003860699
Saved in:
46
The impact of asset allocation, savings, and retirement horizons, savings rates, and social security income in retirement planning : a Monte Carlo analysis
Ervin, Danny M.
;
Faulk, Gregory K.
;
Smolira, Joseph C.
- In:
Financial services review : the journal of individual …
18
(
2009
)
4
,
pp. 313-331
Persistent link: https://www.econbiz.de/10003990717
Saved in:
47
The portfolio implications of adding social security private account options to ongoing investments
Friedman, Joseph
;
Phillips, Herbert E.
- In:
Financial services review : the journal of individual …
18
(
2009
)
4
,
pp. 333-353
Persistent link: https://www.econbiz.de/10003990722
Saved in:
48
Measuring financial preparation for retirement : a new scale using Australian evidence
Ross, Donald G.
;
Wills, Lester
- In:
Financial services review : the journal of individual …
18
(
2009
)
4
,
pp. 381-399
Persistent link: https://www.econbiz.de/10003990731
Saved in:
49
Stochastic optimization of retirement portfolio asset allocations and withdrawals
Stout, R. G.
- In:
Financial services review : the journal of individual …
17
(
2008
)
1
,
pp. 1-15
Persistent link: https://www.econbiz.de/10003756637
Saved in:
50
Retirement withdrawals : an analysis of the benefits of periodic "midcourse" adjustments
Spitzer, John J.
- In:
Financial services review : the journal of individual …
17
(
2008
)
1
,
pp. 17-29
Persistent link: https://www.econbiz.de/10003756640
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