Recalibrating Retirement Spending and Saving by John AmeriksRecalibrating Retirement Spending and Saving by John Ameriks

Recalibrating Retirement Spending and Saving

EditorJohn Ameriks, Olivia S. Mitchell

Hardcover | September 25, 2008

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As Baby Boomers make the transition into their 60s, they have focused policymakers and the media's attention onto how this generation will manage the retirement phase of its lifetime. This volume acknowledges that many, though not all, in this older cohort have accumulated substantial assets,so for them, the question is what will they do with what they have? We offer a detailed exploration of how people entering retirement will deploy their accumulated assets in the near and long term, so to best meet their myriad spending, investment, and other objectives. The book offers readers an invaluable study of emerging issues regarding assets and expectationson the verge of retirement, including uncertainty regarding life expectancy and morbidity. It is composed of chapters from a distinguished set of authors including a Nobel Laureate and a wonderful mix of academics and practitioners from the legal, financial, and economic fields. This volume represents an invaluable addition to the Pension Research Council / Oxford University Press series. It will be especially useful for analysts and consumers concerned with ways to position, invest, manage, and spend retirement assets; financial advisers and academics debating ways toeffectively manage assets in retirement; and lawyers and policy experts evaluating regulation for the retirement payout marketplace.
John Ameriks is a Senior Investment Analyst in Vanguard's Investment Counseling and Research Group. He previously held the position of Senior Research Fellow at the TIAA-CREF Institute. Dr. Ameriks has published research related to individual and household financial decisions regarding saving, portfolio allocation, and retirement incom...
Title:Recalibrating Retirement Spending and SavingFormat:HardcoverDimensions:352 pages, 9.21 × 6.14 × 1.01 inPublished:September 25, 2008Publisher:Oxford University PressLanguage:English

The following ISBNs are associated with this title:

ISBN - 10:0199549109

ISBN - 13:9780199549108

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Table of Contents

Part I: Financial and Nonfinancial Retirement Circumstances1. John Ameriks and Olivia S. Mitchell: Managing Retirement Payouts: Positioning, Investing, and Spending Assets2. Sewin Chan and Ann Huff Stevens: Is Retirement Being Remade? Developments in Labor Market Patterns at Older Ages3. Erik Hurst: Understanding Consumption in Retirement: Recent Developments4. Todd Sinai and Nicholas Souleles: Net Worth and Housing Equity in RetirementPart II: Retirement Payouts: Balancing the Objectives5. Sarah Holden and Brian Reid: The Role of Individual Retirement Accounts in US Retirement Planning6. G. Victor Hallman: Retirement Distributions and the Bequest Motive7. James I. Mahaney and Peter C. Carlson: Rethinking Social Security Claiming in a 401(k) World8. Phyllis C. Borzi and Martha Priddy Patterson: Regulating Markets for Retirement Payouts: Solvency, Supervision, and CredibilityPart III: Financial Products for Retirement Risk Management9. William F. Sharpe, Jason S. Scott, and John G. Watson: Efficient Retirement Financial Strategies10. Cassio M. Turra and Olivia S. Mitchell: The Impact of Health Status and Out-of-Pocket Medical Expenditures on Annuity Valuation11. John Ameriks, Andrew Caplin, Steven Laufer, and Stijn Van Nieuwerburgh: Annuity Valuation, Long-term Care, and Bequest Motives12. Moshe A. Milevsky and Vladyslav Kyrychenko: Asset Allocation within Variable Annuities: The Impact of Guarantees13. David Brazell, Jason Brown, and Mark Warshawsky: Tax Issues and Life Care Annuities